Migrate from Carta to Automo
Drop a Stakeholders, Securities or Transactions CSV from Carta. Automo reads it on your device, then after sign-up it opens in Equity so you can import.
Что переносится
- Stakeholders with emails and types
- Share classes, holdings and option grants
- Transaction history when you export it
Что не переносится
- Carta billing, 409A workflow and account settings
- Anything you do not export as CSV
Экспорт из Carta
- In Carta export Stakeholders, Securities and Transactions as CSV
- Drop those files in the bay on this page. They stay in this browser
- Create a free Automo account. The files open in Equity so you can import
Вопросы о переходе с Carta
Does this copy my Carta account?
No. This page reads CSV files you export from Carta. Billing, 409A workflow and account settings stay in Carta.
Is moving a cap table free?
Reading the export in your browser is free. After sign-up, managing the cap table follows Automo Equity on your plan.
What files should I export?
Stakeholders, Securities (or Cap Table) and Transactions as CSV. Drop every file at once.
Where does it open after sign-up?
In Equity, with the export ready to review and import.
