Employee Equity Emails

Carta sends a series of engagement emails to employees to keep them informed about their equity.

Carta will check for changes daily and emails are sent out at 9 am UTC only once a day. These are the emails the employees can expect to receive in their inboxes when they have accepted their equity in their Carta accounts.

• Vesting cliff emails
• Vested option emails
• Grant value increase/decrease
• Quarterly equity summary

Company administrators can enable/disable these engagement emails on Stakeholder Settings > Keep your grantholders informed about their equity and when there are updates to it. 

For employees who do not wish to receive the engagement emails from Carta, they are able to disable them on their personal accounts under User Preferences > Settings > Send important notifications by email. 

Vesting Cliff Emails

• The emails will be sent on the day the cliff is passed;
• There will be no emails sent for grants with 0% cliffs;

Vested Option Emails

• Triggered on the day that vesting passes 50% / 75% / 100%;
• If multiple occur on one day for one grant, we only send the highest percentage;
• Only triggered when the cliff already has passed;
• Has to be an active grant (not revoked or cancelled);
• Immediate vest gets the 100% vested email;

Grant Value Increase/Decrease

• When there is a new equity valuation from the latest funding round in the platform;
• When a custom valuation is manually input;
• Grants are revoked or cancelled, so that the overall value of the equity is decreased;
• We do not send the email if a custom valuation has been inputted where there was none before;
• If all custom valuations are deleted, no email will be triggered (as the value has not necessarily changed, just made unavailable);

It is also important to note that grantholders should have at least Basic or Advanced level of access under Settings > Stakeholder Settings to receive e-mails about the value of their equity.

Quarterly Equity Summary

• Goes out to all employees who have published investment transactions (shares or security grants);
• Goes out to employees quarterly at 9am UTC;

This is part of a bigger push on our end to increase employee engagement. We believe that the more engaged the employees are in their equity, the more likely they are to stay at the company and work hard to impact the value of the company (and thus their own gains).

Similarly, grantholders should have at least Basic or Advanced level of access under Stakeholder Settings to receive equity summary emails.