Switching cap table providers sounds painful. Luckily, with Mantle, it isn't.

Mantle's AI Extract system reads your Carta exports and legal documents directly, so you're not stuck rebuilding your entire cap table from scratch. Depending on the size of your cap table, other customers who have made the switch told us this only took a few hours of their time, start to finish.

This guide covers both paths: migrating yourself or handing it to Mantle's concierge team.

Before you start

Gather these before you begin the migration process:

• Admin access to your Carta account

• A list of any recent transactions not yet reflected in Carta (new grants, exercises, terminations)

• 30 minutes of uninterrupted time for the export step

Phase 1: Export your data from Carta

Step 1: Export your cap table

1. Go to Essentials → View Cap Table (or Run Reports)

2. Select Export

3. Choose Securities Ledger by Type and Class

Step 2: Download your legal documents

Export every underlying legal file in bulk:

• Incorporation documents

• Stock purchase agreements

• Signed SAFE and convertible notes

• Option plan documents

• Grant agreements

Carta lets you bulk-download these from your document library. Grab everything. Mantle's AI Extract sorts out what's relevant.

Phase 2: Import into Mantle

Step 3: Upload into the Mantle Data Room

1. Log into Mantle Equity

2. Upload your Carta cap table export and all PDF agreements

Mantle's AI reads these files and can automatically map stakeholders, share classes, vesting schedules, and option pools.

3. Get guided with Mantle Clerk

Mantle's AI Assistant, Clerk, can help guide you through building out your cap table. Simply tell it what you'd like to do, and Clerk will walk you through next steps and execute tasks for you.

Step 4: Review and confirm

Once your cap table is built, we encourage you to review and confirm details before cancelling your Carta subscription. If you work with legal counsel, this would be a great opportunity to have them review as well.

Skip ahead with Concierge Onboarding

On a paid Mantle plan, you don't have to touch the export or upload steps at all.

Grant Mantle admin access to your Carta account and the concierge team migrates everything end-to-end. Typical turnaround time for standard cap tables is 1-5 business days. You'll get a completed, audited cap table ready for review. We'll flag any issues that come up.

FAQ

Will my stakeholders be notified during migration? No. Nothing is sent to stakeholders until you invite them to your new Mantle workspace. Migration itself is invisible to them.

What if my cap table has complex instruments (SAFEs, multiple share classes, early exercises)? Mantle's AI Extract is built for this. Complex structures are exactly what the legal document upload is for. If anything can't be auto-mapped with confidence, it's flagged for your review instead of guessed at.

Can I run Mantle and Carta side by side during migration? Yes. Your Carta account stays active and untouched throughout. Nothing is deleted or altered on the Carta side.

What happens to my historical transactions? All of it migrates: cancelled grants, terminated stakeholders, exercised options, past transfers. Your full history carries over, not just the current snapshot.

Do I need a paid plan to migrate? No. Self-serve migration works on any plan. Concierge onboarding is available on paid plans.

Questions during your migration? Reach out to Mantle's Support Team and a real person will help.