Matheus Pio
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Activity overview
Latest activity by Matheus Pio-
Matheus Pio created an article,
Capdesk is now Carta Europe!
Capdesk is now Carta Europe. We’ve updated our product's name and brand in line with our new identity. You'll notice some visual changes but the product functionality remains the same. Customers ha...
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Matheus Pio created an article,
Accessing Carta's SOC 2 Report
As of July 2024, Carta holds a SOC 2 Type 1 accreditation. Customers can request access to Carta'sCarta SOC 2 Type 1 report by following the steps below: 1. Navigate to Carta’s Conveyor Room and en...
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Matheus Pio created an article,
Equity Awards Reports Overview
In this article you can find a summary of the equity awards reports available on Carta. Vesting Overview The Option Vesting Overview is a spreadsheet export of all future vesting by period and gr...
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Matheus Pio created an article,
Account Activation and Stakeholder Access
Activation When you activate your Carta account, all stakeholders will be invited to set up their own account. Once activated, your company and its stakeholders have access to many more features, i...
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Matheus Pio created an article,
Correcting Issued Equity Awards (Individually)
You can correct errors made while registering equity awards on Carta. You can also bulk correct grants, if multiple corrections to multiple grants are necessary. The corrected grant details will b...
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Matheus Pio created an article,
Accessing Carta's ISO 27001 Certificate
As of August 2023, Carta is an ISO/IEC 27001:2013 certified provider, whose Information Security Management Systems (ISMS) has received third-party accreditation from the International Standards Or...
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Matheus Pio created an article,
Onboarding: 'Heads Up' Email Templates
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 securit...
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Matheus Pio created an article,
Selecting and Changing Signatories
Full write access administrators can also be designated as signatories. Selecting a signatory. Changing a signatory. Exercise publisher. Selecting a Signatory To execute documents via Carta, a ...
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Matheus Pio created an article,
Pre-Activation Review
Check the validity of your data and configure relevant settings prior to inviting your stakeholders to the platform. Everything on Carta will remain in 'draft' status until you activate your accoun...
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Matheus Pio created an article,
Exporting All Company's Data
Carta allows you to export all data in a company's account with a simple click. 1. Navigate to Settings > Account. Click Export Data. 2. Review the information that will be exported and click Re...