Diego Azevedo
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Activity overview
Latest activity by Diego Azevedo-
Diego Azevedo created an article,
Uploading Governance Documents
The Governance section allows company administrators to store historical board and shareholder resolutions. For the purpose of this article we will use the Board resolutions feature as an example, ...
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Diego Azevedo created an article,
Cancelling Shares (In Bulk)
You can import share cancellations in bulk using an excel spreadsheet available in Carta. Shares cancellations can be easily reflected in the platform individually or in bulk. Carta also allows yo...
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Diego Azevedo created an article,
Keeping Track of Online Exercises
Carta offers you a place in which you are able to have an overview of the current grantholders with exercises windows open and/or active online exercises. Keeping track of the individuals who subm...
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Diego Azevedo created an article,
Standard Placeholders Used in Form Section 431 (1) and (2)
An ultimate guide on what placeholders you can use in your Form Section 431 (1) and (2) to send to your grantholders to sign. When opening an online exercise in Carta, you will be sending some doc...
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Diego Azevedo created an article,
Standard Placeholders Used in Exercise Notices
An ultimate guide on what placeholders you can use in your Exercise Notice to send to your grantholders to sign. When opening an online exercise in Carta, you will be sending some documents to you...
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Diego Azevedo created an article,
Exercising Grants (Via Import File)
You can use the import file to reflect grant exercises in bulk when you have multiple grants. For the purpose of this support article, we will use Option Grants as an example. But bear in mind tha...
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Diego Azevedo created an article,
Compliance Centre Overview
Carta offers companies that are setting up tax-advantage schemes (e.g. EMI or CSOP plans) a way to stay compliant with all the necessary filings and valuations needed for such schemes. Administrato...
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Diego Azevedo created an article,
Setting Up an EMI Plan: End-to-End Process
As part of our EMI Share Plan offering, we deliver market-standard best practice Share Plan documents helping customers to legally adopt an EMI scheme and start issuing equity for their qualified e...
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Diego Azevedo created an article,
Issuing Equity Awards (In Bulk)
Carta offers administrators the convenience to bulk issue equity awards in-app to multiple recipients. Carta offers you the possibility of issuing Options, Share Grants, Warrants, RSUs and Phantom...
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Diego Azevedo created an article,
Keeping Track of CSOP / EMI Limits
Carta offers a tool that will help administrators keep track of their EMI/CSOP limit values. When maintaining a tax-advantageous scheme, there are limits companies should observe when granting a...