Claire E.

Carta Launch Setup & Management for startups. I have experience managing the entire Carta Launch process, from the initial setup to the extent of the transfer of founders' stocks to a Special Purpose Vehicle (SPV). My expertise includes managing stock options pool offers, executing funding-related transactions on Carta, and ensuring accurate and efficient management of equity ownership while maintaining compliance with regulatory requirements. I coordinate seamlessly with founders, legal teams, and other stakeholders to ensure a smooth transition of ownership. My skills include: - Proficient management of Carta Launch - Expertise in equity ownership management - Strong knowledge of regulatory compliance - Effective stakeholder coordination - Exceptional attention to detail If you are looking for a professional with in-depth knowledge of Carta Launch and experience in managing equity ownership for startup businesses, I am the ideal candidate to help your startup thrive. *This experience encompasses Portfolio / Statement of Investments onboarding and ongoing maintenance for funds as well. Cap Table Implementation: Oversee the meticulous implementation of complex cap table structures encompassing numerous classes of stock, stock options, and debt instruments for a substantial shareholder base. Ongoing Management: Take ownership of the quarterly cap table process, ensuring its accuracy, integrity, and compliance with regulatory requirements. LP & Shareholder Communication: Use in-app features to communicate with shareholders / stakeholders, providing clear and concise updates on cap table changes, stock-based compensation, distributions, and KPI metrics. Collaborative Partnering: Collaborate closely with internal teams, external legal advisors, and financial experts to manage the cap table seamlessly and provide valuable insights into stock-related matters. Process Enhancement: Continuously refine and improve cap table and KPI management workflows, ensuring the highest level of accuracy. Quarterly Financial Reporting: Oversee the connection of accounting softwares to the Carta platform or the configuration of Financial Statements onto Carta. Qualifications: Expertise in Implementing and managing stock plans / equity incentive plans / option plans utilizing Carta, encompassing the life cycle of the offer letter(s), board consents, option grants, to exercises. Proven Carta Expertise: 4 years of hands-on experience working with the Carta software platform, with a track record of successful cap table and KPI management. Managerial Level: Comfortable operating at a managerial level, able to take the lead in complex projects and drive effective collaboration among cross-functional teams. Analytical Acumen: Proficiency in Waterfall and Breakpoint report generation and analysis, enabling informed decision-making and strategic insights using in app features. Shareholder Communication: Strong communication skills with the ability to convey complex equity and financial information clearly and concisely to internal and external stakeholders.