Adina Cazamerciuc
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Articles
Recent activity by Adina Cazamerciuc-
What's new in Carta Europe - January 2025
January 2025 New display currency menu Unpriced investments terminology updates Employee scorecards New display currency menu A new display currency menu is now accessible directly from the u...
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What's new in Carta Europe - December 2024
December 2024 Improved dynamic document preview Companies House integration and registers set-up New side menu navigation Cap table updates Improved dynamic document preview We've enhanced ou...
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Editing Draft Share Transactions (In Bulk)
You can bulk correct errors made while registering draft share transactions. These corrections will not trigger notifications to holders. 1. Navigate to Shares > Share transactions. 2. Clic...
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Correcting Share Issuances (In Bulk)
You can bulk correct errors made while registering shares in Carta. You can also correct shares individually. Corrections to shares will trigger notifications to holders highlighting the changes....
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Accepting Securities Using Carta
To help track the health of their equity across all investments and at any given time, stakeholders are invited to accept their holdings once these have been issued by the investment company. Wha...
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Signing Up To Carta
Gain control over your investments with ease by creating an online account to monitor and manage your shares. You can sign up as either: An individual stakeholder - you have investments directly ...
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Generating EIS and SEIS Compliance Statements
Easily generate your compliance statement as and when required. It is now possible to generate compliance statements through Carta leveraging the data on the platform. For the purpose of this artic...
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Enabling Equity Add-Ons (Equity Modules)
Add other equity types such as share grants, options, warrants & RSUs to your company's account. 1. Navigate to Settings > Settings and Add-ons. 2. Check the boxes for the equity type you woul...
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Editing Company Details
You can update legal details and personalise the company dashboard. There are two settings that can be modified in the company's account: Legal details Company Profile Legal Details The Legal d...
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Updating Email Invitations Before Activating
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 recom...