Carta option exercise workflow


Whether you are exercising options or a company administrator answering equity questions, our new exercise work flow is for you. This update includes an easier step-by-step process for exercising and a ton of new information on tax withholdings so you can exercise options with confidence. Here’s how the new workflow looks:


How to exercise options in Carta

Step 1

An option holder selects ‘Exercise’ on the option grant they wish to exercise.

New work flow part one

Step 2

Option holders confirm their account information.

New work flow part 2

Step 3

Option holders select how many options out of the total available they wish to exercise. Option holders are then shown what their tax withholding will be. Lastly, the shareholder approves the purchase of their options, allows the amount to be withdrawn directly from their bank account (if connected) and signs the exercise.

New work flow part 4

Step 4

After the exercise is complete option holders can easily submit their 83(b) to the IRS from within Carta using our integrated postal delivery service.


We’re excited for this new workflow to reduce employee exercise questions and create a more informed exercise experience for all employees.

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