Below, you will find Carta's suggested templates for various stakeholders. Feel free to copy and paste the template into an email to send to security holders to prepare them to accept their securities on Carta.
All Security Holders
Hi,
I wanted to inform you that we are moving our equity management to a new platform and will now be allowing you to view electronic information about certificates, option grants, convertible notes, and warrants using Carta. With Carta, you can view and print this information at any time.
This is an exciting step in providing a better equity and ownership management solution to our employees and investors as we become part of Carta's growing global network of equity holders.
Very shortly, you will get an email from Carta that will tell you to review and accept your electronic information about your holdings.
For information on how to accept, refer to these acceptance instructions. Note that your individual security type will vary.
The email you receive will look something like this:
After accepting the electronic information about your holdings, you can log into Carta and view it at any time. If you have any questions, you can submit a request through our Support page.