Demo Summary
In this video, you’ll see how Carta helps your company track who owns what, manage team members, and handle paperwork. You’ll learn to view investors, employees, and managers with their vested and unvested shares. You’ll watch how to issue new shares, send email forms like the 83(b), and automatically send tax forms (K-1). You’ll also see how to run value reports—a waterfall payout and a 409A valuation—to get clear numbers on your business’s worth. It’s all in one simple tool.
AI-Detected Features
Introduction to CartaGet an overview of Carta’s core features: tracking ownership in your LLC, managing member interactions, automating documentation workflows, and understanding your company’s value.
00:01
Viewing Members and OwnershipSee all your members—investors, employees, management—with a breakdown of their vested and unvested units in one place.
00:05
Reviewing Vesting SchedulesOpen any member’s interest type to verify that their vesting schedule is performing as expected.
00:20
Issuing Interests and 83B FilingsQuickly issue new interests via email invites, collect owner information, and automatically complete and file 83(b) elections with the IRS.
00:30
Automating K-1 Document WorkflowsSelect and send K-1 documents to the right recipients, ensuring they receive and can reference them in both their email inbox and Carta account.
00:49
Running Valuation ReportsRun reports like a $50 million sale waterfall analysis to see how much each member would receive based on their stored interests.
01:07
Getting a 409A ValuationEnter a few basic details and connect with a Carta representative to complete your 409A valuation seamlessly.
01:24
Wrapping Up with CartaAll these tools—ownership tracking, documentation automation, and valuation—come together in one integrated platform called Carta.
01:38
Carta
Carta is a comprehensive equity management platform that helps companies, investors, and employees manage ownership and build businesses.Learn more about CartaMore Demos (1)
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