Carta: what to evaluate

Carta’s equity suite includes ownership administration and additional equity services. Its public materials describe assisted onboarding. Use the demo to establish which products, support arrangements, and migration tasks are included in your proposal. Carta equity management

Demo checklist

• Supported securities
• Migration owner
• Field and document coverage
• Permission model
• Reporting deliverables
• Employee workflows
• Export process
• Price changes as the company grows
• Renewal terms

Existing Pulley customers should also review their Pulley account communications before committing to a route.