The cap table is in Carta.
I check the paperwork against it.
Tell me what you are preparing. I read the cap table in Carta, check the documents against it and tell you where they differ.
What I do for you in Carta.
Check a document against the cap table
I check the names and numbers in the draft match what Carta holds.
Pull the figures into a draft
Share counts and holders come from the record, not from retyping.
Answer a diligence question
I find the answer in the cap table and say where it comes from.
Fill in a questionnaire
I complete investor forms from the information on file.
List what needs a signature
I tell you which holders have to sign and chase them.
Leave the record alone
I read the cap table. Changes to it stay with you.
How I work with Carta.
- 01
Tell me what you are preparing
Message me by email, Slack or Teams with the document.
- 02
I check it
I read the cap table in Carta and compare it with the document line by line.
- 03
You get the differences
I tell you what matches, what does not and where to look.
Illustrative example. People and documents are fictional.
Questions,
answered.
Yes. I work with your cap table in Carta: I check documents against it and pull the figures a draft needs.
No. Once Carta is connected, you ask me by email, Slack or Teams and I do the work in Carta.
No. I read it and check documents against it. Changes stay with you.
You do. When Carta is set up, you decide what I can see and what I can send.