Personalise email invites to your stakeholders prior to sending them when you activate your account.
Carta allows you to personalise your invites to individual categories of stakeholders. We recommend reading and amending, if necessary, before going live and inviting company stakeholders.
Edit
View
Send
Edit
1. Go to Settings > Email templates.
2. Locate the Actions button relevant to the email and select Edit.
3. Amend the email template information then select Save.
View
Click View for a preview of how the email will look like after being sent.
For investors that have not previously signed up to Carta, they will receive the same email except the green View Investment button will have Sign up written instead.
Send
You can send a test email invitation to yourself to see what the email will look like when it goes out to your stakeholders.
