Accept multiple certificates in minutes

Accept multiple certificates in minutes

Authors: 

Leah Rodriguez, Will Weckel-Dahman

|

Read time: 

1 minute

Published date: 

18 July 2025

A faster and more efficient way to accept multiple securities from Carta portfolio companies.

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You now can accept securities on Carta in bulk—up to 200 at a time. 

Securities acceptance, from hours to minutes

This new experience speeds up your workflows with:

  • Bulk review and acceptance of securities

  • Streamlined signing process

  • Helpful educational tooltips

  • The option to request cap table access from your companies directly through Carta

Accept multiple certificates in minutes (in-blog image)

With this new capability, you can move faster, reduce administrative overhead, and keep your ownership records accurate and up to date.

Leah Rodriguez
Author: Leah Rodriguez
Leah Rodriguez is a Principal Product Marketing Manager based in Carta's New York office. She leads messaging and go-to-market strategy for the Middle Office product solutions and has previously supported the Corporations product, including fundraising and valuations.
Will Weckel-Dahman
Author: Will Weckel-Dahman
Will Weckel-Dahman is a Product Manager based in Carta's Utah office. He leads product for Investment Firm Experience, and strategies for strengthening company and investor connections. He previously oversaw the Corporations Reporting and Capitalization products.

DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2026 Carta. All rights reserved. Reproduction prohibited.

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