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