Mariana Balsas

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Activity overview

Latest activity by Mariana Balsas
  • Mariana Balsas created an article,

    Granting Equity with Compensation Bands

    Draft grants to new joiners automatically from your HR Integration. Create specific automation rules for each of your equity plan based on factors like employee jurisdiction, job level, and job fam...

  • Mariana Balsas created an article,

    Opening Exercise Windows to Employees of Subsidiaries Using Carta's EMI Share Plan Documents

    To manage equity within Group Structures using Carta's EMI Share plan documents, companies must first onboard the Top Company to the Carta's platform and have it adopt the Share Plan. This step is ...

  • Mariana Balsas created an article,

    Getting Started with Compensation

    With Carta's Compensation tool you can build a competitive compensation strategy. The tool allows you to access precise benchmarks based on role, level and location, customise compensation bands fo...

  • Mariana Balsas created an article,

    Editing Draft Convertible Notes (In Bulk)

    You can bulk correct errors made while registering draft unpriced investments, such as SAFE, ASA and Convertible Loan Notes. These corrections will not trigger notifications to holders.    1. Go to...

  • Mariana Balsas created an article,

    Managing Email Preferences

    Companies you have holdings in are using Carta to keep you updated on important information about your equity. You can unsubscribe from Carta emails, but we highly recommend allowing companies to s...

  • Mariana Balsas created an article,

    Fundraising in Carta

    Carta helps UK startups raise capital through four fundraising tools and services.   Unpriced round modeling: Understand the future impact of a raise and prepare for negotiations with our in-app ...

  • Mariana Balsas created an article,

    Issuing Unpriced Investments (Round Closing)

    You can draft and issue online ASA or SAFE to your investors, track their signatures and sync the transactions automatically with your cap table once the investments are closed. In this flow, you w...

  • Mariana Balsas created an article,

    Funding Round Page Overview

    Carta makes it easy for you to manage and review your funding rounds.   1. Navigate to Fundraising > Funding rounds > Rounds.     2. In the Rounds page you will find the following details:   Na...

  • Mariana Balsas created an article,

    Incentive Pool History Report Overview

    To export the incentive pool history, navigate to Equity > Incentive Pool > Export. The Incentive Pool History is a complete export of all transactions affecting the incentive pool of your company....

  • Mariana Balsas created an article,

    Option Grant Reports Overview

    Navigate to Equity awards > Option grants > Reports. The reports available are: Option vesting overview Option grant overview Option transaction history Once requested, the report will be generat...