Onboarding & Activation
Compliance
Company Admins
Employees & Investors
Fundraising
Reports & Exports
Settings
What's new in Carta Europe
Company Admins
Cap Table Management
Equity Plan Management
Transactions Management
Stakeholder Management
Transactions Management
Convertible Loan Notes
Equity Awards
Shares
Placeholders, Templates & Vesting
Transactions Page Overview
Priority Key Overview
Difference Between Draft and Published Data
Revoking Published Transactions
Placeholders, Templates & Vesting
Standard Placeholders Used in Form Section 431 (1) and (2)
Standard Placeholders Used in Exercise Notices
Creating a Share Certificate Template
Placeholders for the Share Certificate Template
Fractional Vesting
Vesting Schedule Types Overview
Creating a Custom Vesting Schedule
Creating a Performance-Based Vesting Schedule
Pausing a Vesting Schedule
Creating Online Document Sets (for Issuance and Exercise)
Placeholders Used in Grant Agreements Templates