Easily enter share class conversions in Carta.
Registering share conversions
Editing share conversions
Registering Share Conversions
1. Navigate to Shares > Share transactions.
2. Click Register transaction > Share conversion.
3. Select the shareholder and click Next.
4. Enter the required information (marked with a red asterisk) and choose to either Save draft or Publish and notify shareholder.
Required fields:
Share Class From
Share Class To
Employment related
Date of Conversion
Quantity
Price Paid per Share
Once completed, the conversion will be recorded in the list of share transactions.
Editing Share Conversions
1. Navigate Ownership > Shares > Transactions, find the conversion and from the actions button on the far right hand side, select Change conversion details.
2. Select Correct details.
