Packaging change·Apr 22 → Jul 1, 2024·Q2 2024·Finance & Accounting
Carta Introduces Standalone QSBS Attestation Add-On with Enhanced Features Following Equity Advisory Restructuring
What changed
Add-on change
Equity Advisory Add-on restructured - QSBS attestation feature removed and unbundled into separate add-on
New add-on
QSBS Attestation Add-on introduced as standalone offering with personalized attestation letters, QSBS-eligible share identification, automatic eligibility checks with every 409A, centralized admin dashboard, and expert support access
Before and after
Apr 22, 2024 vs Jul 1, 2024Pulse.
100%
Change 1 of 2 · addon changed
Equity Advisory Add-on restructured - QSBS attestation feature removed and unbundled into separate add-on
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Q1 2024 · Carta Repositions Build Tier as Paid with New Launch Tier Offering Free Onboarding and Enhanced FeaturesCarta Simplifies SAFE Modeling and Launches Total Compensation as Standalone Product for Non-Carta Customers · Q3 2024
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