Carta Integration

Zeck is excited to partner with Carta to quickly and easily bring your cap table details into your board and investor Zecks.

Included in this article:

  1. Video Tutorial 
  2. Integrating Your Carta Cap Table

2. Integrating your Carta Cap Table

One of our most requested features was a Carta cap table integration. This integration makes it super efficient to keep your board and investors up-to-date with your current cap table. In a few clicks, you can to display the entire cap table by share class including convertible notes. 

How to integrate your Carta Cap Table into Zeck:

  1. From the Zeck Editor, click the Add + button in the section where you'd like to add your cap table
  2. Choose Carta Cap Table from the Element Menu 
  3. Click Connect to Carta 
  4. This will pull up an authorization window, from here you will select your User Type and click Log In
  5. Next you will need to enter your one-time code from authenticator app and click Continue 
  6. On the next screen, you can choose which issuer accounts to pull into Zeck. You can choose between Only Select Corporations and All Corporations and then click Approve. This will close the authorization window. 
  7. Next you will select a company and then click Select
  8.  Your cap table will now be displayed in Zeck 🎉

 

👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.