Export from Carta

In Carta, go to 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" > "Securities ledger by type and class". Don't select "Include draft securities". See Carta's export instructions for more info.

To bulk-export all your documents in Carta, contact Carta support.