Equity Management
Equity issuance
Equity issuance, part of equity management in Carta's ERP for private capital, takes a grant from draft to board approval to issued securities in one workflow, with terms autofilled from uploaded documents.
Key takeaways
- Upload equity documents and Carta autofills each grant's terms.
- Send grants from board approval to signatories in one workflow.
- Signed grants issue to stakeholders on the same cap table, no rekeying.
Transcript
This is equity issuance, part of equity management in Carta's ERP for private capital. Issuing option grants has traditionally meant drafting each grant by hand, chasing board approval, and re keying final terms into the cap table. With Carta, a grant moves from draft to board approval to issued securities in a single workflow. Pick your equity type: options, RSAs, RSUs, safes and convertibles, and more.
Then, upload your equity documents, and Carta autofills each grant. Review what the upload populated and add anything missing, like the board approval date. Save and submit to send it to your board for approval. Then, send the grants to your signatories.
Once they sign, securities are distributed to stakeholders. Issuing in bulk? Use the spreadsheet interface to manage many grants at once: edit grants directly, add new ones individually, or import from a spreadsheet. Only Carta's ERP carries a grant from draft to signed to issued on the same cap table, with no rekeying along the way.
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