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