Does the customer need a cap table management solution (CTMS) like Carta or Pulley for Remote Equity Advanced to work?

Using a cap table management solution (CTMS) like Carta or Pulley is not mandatory but strongly recommended.

Limitations of not using a CTMS:

• • Every 12 months, you will have to upgrade their 409A with a supplier of their choice (this is included in most CTMS’s plans)
  • If you cap table moves, you will need to notify us proactively
  • When making assignments, you will need to get employees to sign the documents we generate for them (as we use Pulley and Carta's signature system for employee signatures)
  • Exercises will need to be managed manually