Carta Automated Equity Compliance Deadline Tracking
Every Monday, WebRun opens Carta, scans all active equity grants and stockholder agreements for compliance deadlines in the next 90 days, posts a prioritised digest to your legal Slack channel, and logs any deadline tied to a financial obligation in QuickBooks so your accounting team can plan accordingly.
How can I track all equity compliance deadlines in one weekly digest?
Every Monday, WebRun scans all active Carta grants and agreements for compliance deadlines in the next 90 days, posts a prioritised digest to your legal Slack channel with urgent items flagged at the top, and logs any financially relevant deadlines in QuickBooks. Your legal and finance teams always have a current list without manually checking Carta.
- No equity compliance deadline slips past the 90-day radar
- Urgent items (within 30 days) are flagged at the top of the Slack digest every Monday
- Financially relevant deadlines are automatically logged in QuickBooks for accounting planning
Built for legal teams · startup CFOs · general counsel · equity managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - scan grants and agreements for compliance deadlines
carta.com
WebRun opens Carta to scan grants and agreements for compliance deadlines. - Open Carta and review all active equity grants for expiry, exercise, or ROFR deadlines in the next 90 days
- Check stockholder agreement milestones such as information rights dates and anti-dilution triggers
- Sort deadlines by date and priority, flagging any within 30 days as urgent
Done when All compliance deadlines within 90 days are identified, sorted, and flagged by urgency.
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2
Slack - post prioritised deadline digest to legal channel
slack.com
WebRun opens Slack to post prioritised deadline digest to legal channel. - Post a prioritised weekly digest to the legal Slack channel grouped by deadline category
- Put urgent items (within 30 days) at the top with a clear call to action
- Tag the general counsel and equity manager for any item flagged as urgent
Done when Legal has a current, prioritised compliance deadline digest in Slack before Monday morning.
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3
QuickBooks - log financial obligations tied to equity deadlines
- Log any equity deadline with a financial obligation (e.g. ROFR purchase price or option repurchase) as a scheduled payment note in QuickBooks
- Include the deadline date, amount if known, and a reference to the Carta record
- Tag items as equity-related for accounting review and planning purposes
Done when All financially relevant equity deadlines are logged in QuickBooks with dates and reference details.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it take any action on compliance deadlines itself?
No. WebRun only reads Carta, posts the digest to Slack, and logs financial notes in QuickBooks. All decisions and actions on deadlines are made by your legal and finance teams.
Which compliance deadlines does it track?
WebRun tracks option grant expiries, post-termination exercise windows, right-of-first-refusal periods, and stockholder information-rights dates visible in Carta. You can scope it to specific deadline types during setup.
What if a deadline changes after it has been logged?
WebRun re-reads Carta each Monday and refreshes the digest with live data. If a deadline shifts, the updated date appears in that week's digest. Your team should treat the Slack digest as the authoritative current list.
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