This is a step by step guide that helps you find your equity details in Carta
If your company uses stock administration tool Carta, you can access your equity details in a few steps.
1. First, make sure you are logged into both your Secfi and your Carta account. From your Carta portfolio, click the “Holdings” tab from the top navigation:
2. Once on the “Holdings” page, look under the “Options grant” column and note the type of option you have:
3. Now that you know what type of Options grant you have, go to the Add Equity page in your Secfi profile. Enter the company name, click "Next" and then select the equity type:
4. Once you’ve selected what type to add, find the “Original grant” amount and the “Exercise price” in your Carta “Holdings” page:
In your Secfi account, enter “Original grant” as the “Number”, and the “Exercise price” as the “Strike price":
5. Make sure to determine if your grant is fully vested or not. In Carta, look for the “Original Grant” and “Vested” columns. If there is a difference, it means you are only partially vested, like in the example below:
In your Secfi account, make sure you properly enter your vesting data to match the numbers you have from Carta:
6. If your grant is not fully vested, it is important to enter your vesting details in your Secfi account so you can understand how much you can already exercise. In the “Holdings” page on Carta, click the link to see more details:
Once in the “Details” page, click “Vesting schedule”. This will show you the vesting scheme details you’ll need to adjust. The the three key pieces are “Schedule name,” “Vesting start,” and “Early exercise”:
In your Secfi account, make sure to enter these three data pieces into the proper areas. Carta’s “Schedule name” is considered a “Vesting scheme” on Secfi. See example below:
7. To find your exercise deadline in Carta, click “Exercise periods” from the details page, as shown below:
Your company might have different deadlines depending on the type of termination. You can choose which deadline type best fits your scenario.
In your Secfi account, make sure you properly enter this deadline:
