Carta Consulting
Carta consulting and administration from people who know the platform from the inside.
Sundial helps companies get their Carta cap table right and keep it that way. Our team includes former stock plan administrators and former Carta employees, and we handle the day-to-day Carta work your team doesn't have time or specialist knowledge for: grants, exercises, conversions, clean-ups, and reporting.
Why Companies Bring Us In
Carta stores your cap table. Someone still has to run it.
Carta is the system of record for many venture-backed companies, but the platform is only as accurate as what gets entered into it. Grants need to match board approvals. Vesting schedules need to match grant agreements. SAFE and note conversions need to be recorded the way the documents say they convert. Terminations need to be processed so exercise windows and returned shares are reflected correctly.
At most startups, that work falls to a founder, a finance lead, or outside counsel, often as a side responsibility. Over time, small inconsistencies add up, and they usually surface at the worst moment: during a financing, a 409A, an audit, or an acquisition.
Sundial works inside your existing Carta account as your outsourced Carta administrator. We take ownership of the work, coordinate with your attorneys and accountants, and make sure what is in Carta matches what was actually approved and signed.
How We Help
Carta consulting services
One-time projects or ongoing support, depending on what your team needs.
Ongoing Carta administration
Issuing option grants, restricted stock, and certificates in Carta, and processing exercises, terminations, cancellations, repurchases, and transfers as they happen.
Carta cap table clean-up
Reconciling Carta against your charter, consents, financing documents, and grant agreements, then correcting errors and reconstructing missing history.
Carta implementation and migration
Moving your cap table into Carta from a spreadsheet or another platform, with historical transactions, vesting, and documents carried over accurately.
Financings and conversions in Carta
Getting Carta diligence-ready before a raise, modeling dilution and pro forma ownership, and recording the round and any SAFE or note conversions after it closes.
Option pool and 409A updates
Keeping option pool availability accurate, coordinating 409A valuation inputs, and making sure new grants use the current fair market value.
Reporting and stakeholder questions
Pulling the reports your auditors, investors, and counsel ask for, and answering employee questions about grants, vesting, and exercising.
What We Often Find
Common issues in Carta cap tables
These are the kinds of problems a Carta clean-up typically uncovers.
Every cap table is different. A free cap table audit is a low-commitment way to find out where yours stands.
Carta support explains the software. We do the work inside it.
Carta's own support team can tell you how a feature works. What most companies need is someone to decide how a transaction should be recorded, enter it correctly, check it against the legal documents, and keep the whole cap table consistent over time. That is the role Sundial fills.
We're platform-agnostic, too. If Carta isn't the right fit for your stage, we can help you evaluate alternatives and migrate cleanly.
When To Reach Out
Situations where Carta help pays off.
Pre-Financing
A raise is coming up
Investors will review your Carta cap table in diligence. Clean it up before they ask.
Inherited Records
Nobody owns Carta anymore
The person who set it up left, and the cap table hasn't been reconciled since.
New To Carta
Moving onto the platform
Migrating from spreadsheets or another tool and want history recorded correctly from the start.
Growing Team
More equity activity
Regular grants, exercises, and departures that need to be processed promptly and correctly.
Frequently Asked Questions
Questions about Carta consulting
Is Sundial affiliated with Carta?
How is a Carta consultant different from Carta's own support?
Can Sundial clean up our cap table in Carta before a financing?
Can Sundial help us move our cap table to Carta?
Do you only work in Carta?
Do we have to commit to ongoing support?
Related Services
More ways Sundial can help
Outsourced Equity Administration
Fractional equity administrators for your cap table and equity programs, on any platform.
Learn more →Free Cap Table Audit
A complimentary review of your cap table, with written findings and a review call.
Learn more →The Cap Table Quiz
Not sure Carta is the right platform for your stage? Get a platform recommendation.
Take the quiz →Get your Carta cap table in order.
Tell us what's going on in your Carta account and we'll outline what it takes to fix it and keep it accurate.
Talk to a Carta SpecialistCarta is a trademark of its owner. Sundial Equity Administration is an independent firm and is not affiliated with, sponsored by, or endorsed by Carta. Sundial is not a law firm and does not provide legal advice.