Carta Import Checklist

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

  • From Cap Table > Run Reports > Capitalization:
    • Export the Cap table report, select "Detailed: Ownership details by all stakeholders and securities". Don't select "Include draft securities". 
  • From Cap Table > Run Reports > Stakeholder details
  • From Cap Table > Securities > Securities Templates
    • Vesting schedules
    • Legends 
    • Document sets
  • From Compliance > 409A Valuations, download all former 409a valuations
  • Corporate documents. From Company > Library, download all documents under the following sections:
    • Company documents
    • Board documents
    • Board consents
    • Company financials
  • From Company > Data rooms: export all documents
  • To bulk-export all your security documents, contact Carta support.
    • Stock purchase
    • Options purchase
    • Options exercise
    • Convertible Instruments, SAFEs
    • Warrants