Carta Import Checklist

To fully archive your Carta records and migrate to Captable.io, please follow this checklist to make sure you are not leaving necessary data behind.

  • From Capitalization > Reports:
    • Export the Stakeholder contact spreadsheet report, select "Merge all tabs".
    • Export the Cap table report, select "Detailed: Ownership details by all stakeholders and securities". Don't select "Include draft securities". See Carta's export instructions for more info.
      • Convertible notes don't import from the Carta export. They will need to be added manually.
  • From Securities > Templates:
    • Certificate legends
    • Vesting schedules
    • All documents under Document sets
  • From Compliance > 409A, download all former 409a valuations
  • Corporate documents. From Company > Library, download all documents under the following sections:
    • Incorporation documents
    • Securities filings
    • Closing volumes
    • Minute book
    • Disclosures, and
    • Other
  • From Company > Data rooms: export all documents
  • From the Board section, download all available consents and documents
  • To bulk-export all your security documents, contact Carta support.
    • Stock purchase
    • Options purchase
    • Options exercise
    • Convertible Instruments, SAFEs
    • Warrants
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