Case Study: Lattice Industries achieves rapid, confident equity onboarding with Carta

Lattice Industries - Customer Case Study

Lattice Industries, a data/machine learning startup building a commodity exchange for data, faced a steep learning curve: most of its team had never worked at a pre-IPO company and lacked experience managing a cap table and equity. To get organized quickly, Lattice turned to Carta, using Carta’s implementation services and equity management platform for onboarding and education.

Carta assigned an implementation manager and ran focused training sessions on SAFEs vs. convertible notes, RSAs, options, and 83(b) elections, while guiding the team through cap table setup and deadlines. As a result, Lattice moved from “knowing nothing” to being able to competently run its cap table, got up and running much faster, and benefited from improved accuracy and confidence thanks to Carta’s hands-on support.

Lattice Industries

Bruce Phyper

Chief Financial Officer