Stakeholder Management

Getting Started With Compensation

Onboarding Employees

Access Settings for Investors

Integrating Your HR System

Viewing and Modifying Stakeholder Details

Merging Stakeholders

Offboarding Employees

Stakeholder Settings Overview

Exporting Stakeholders' Email Addresses

Stakeholder Categories

Inviting Stakeholders to Carta

Nudging Grantholders to Sign a Grant

Company Updates Overview

Showing the Value of Your Stakeholders Investments (Custom Valuation)

Emailing All Stakeholders

Uploading Documents for Stakeholders

Updating Grantholder Details

Previewing Stakeholders' Dashboards

Employee Equity Emails