Automo.ai

Migrate from Carta to Automo

Drop a Stakeholders, Securities or Transactions CSV from Carta. Automo reads it on your device, then after sign-up it opens in Equity so you can import.

What moves across

  • Stakeholders with emails and types
  • Share classes, holdings and option grants
  • Transaction history when you export it

What does not

  • Carta billing, 409A workflow and account settings
  • Anything you do not export as CSV

Export from Carta

  1. In Carta export Stakeholders, Securities and Transactions as CSV
  2. Drop those files in the bay on this page. They stay in this browser
  3. Create a free Automo account. The files open in Equity so you can import

Questions about moving from Carta

Does this copy my Carta account?

No. This page reads CSV files you export from Carta. Billing, 409A workflow and account settings stay in Carta.

Is moving a cap table free?

Reading the export in your browser is free. After sign-up, managing the cap table follows Automo Equity on your plan.

What files should I export?

Stakeholders, Securities (or Cap Table) and Transactions as CSV. Drop every file at once.

Where does it open after sign-up?

In Equity, with the export ready to review and import.