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Equity admin switch

Carta

Duration

30 days

Stages

Subject

More time for {{company_name}}

Hi {{first_name}},

It's been a while since we last connected. Are you still using {{competitor}}? The reason I'm curious is because we have seen a recent uptick in companies looking for a new equity administrator provider this year as companies look to save time and money.

Here are a few reasons why companies are switching to Carta:

1. As companies scale they know they will need a more robust, automated, and accurate platform
2. They also liked that board consents can be approved, decks can be circulated, and minutes can be housed in a central place.
3. Many of their investors also appreciated being able to track their holdings, legal paperwork, and updates (financials and KPIs) through asingle platform.
4. Equity admins need fast and helpful support resources during busy times.

Would it help your team if you would be able to achieve these outcomes?

Thanks,

John Doe
Account Executive | (999) 999-9999
Carta Inc.

Subject

Re: More time for {{company_name}}

Hi {{first_name}},

Just tried giving you a ring.

Checking in on this -- did you get the chance to see my note the other day?

Best,
John

Subject

Re: More time for {{company_name}}

Hi {{first_name}},

Circling back here-

I attached a case study we did with a current customer that made the switch to Carta. I think you will find it interesting what aspects they found the most beneficial after switching.

Most people I speak with using other providers didn't realize the benefit Carta provides for their company and employees until they took a second look.

Is this worth exploring to determine if Amplemarket would find similar outcomes by leveraging Carta?

Best,
John Doe

{{case_study}}

Subject

How effective is {{company_name}}'s option plan?

Hi {{first_name}},

A reoccurring theme I hear from companies is how can we they hire and retain top talent. One obvious answer is by providing equity to employees which you are likely already doing.

When Carta looked deeper into this we learned many employees didn't understand the equity component which resulted in lower retention and satisfaction within employees.

To help business's resolve this problem, Carta created a transparent and easy to navigate portal for employees. The result of this increased retention and satisfaction for employees across the board.

Would you be interested in seeing the difference in our employee portal to understand if it would increase the effectiveness of your option plan?

Thanks,
John Doe

Subject

Re: How effective is {{company_name}}'s option plan?

{{first_name}},

One challenge we see a lot over here is cap table version control. The VC has a version, you have a version, and the attorneys have a version.

We let you keep one, universal cap table auto-updating in real time, with shared access (as needed) for your investors and legal counsel. Different stakeholders also require different information. Carta allows you send investor updates and obtain board consent signatures all in app.

Would something like this be helpful to you and the team over there?

Best,
John

Subject

Any response would be appreciated

{{first_name}} – circling back.

Clearly I believe pretty strongly in what we do over here...but also don't want to waste either of our time if a conversation isn't relevant.

Would you kindly just throw me a quick thumbs-up or thumbs-down if your open to exploring alternative equity administration providers?

Thanks,
John

Subject

When does it make sense to re-evaluate this?

{{first_name}},

I understand timing is everything when it comes to looking at new providers. With that being said, I wanted to see if you would be willing to keep your options open in the new year?

If that's to early we can plan to connect when your subscription with your current provider is up for renewal. Feel free to share which option is more appropriate for your current situation.

Thanks,
John