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Cards

Cards are containers that group related information together.

Overview

A card is a container that groups related information such as text, illustration, and sometimes interactive elements like buttons or links. Cards can serve as modular units that can be organized, rearranged, and displayed in a flexible layout.

Anatomy

Card anatomy

Types of Cards

There are different types of cards used in Carta’s UI with various functionalities and purposes.

We have defined 4 common patterns that can be used across various products. The majority of card use cases can fit into one of the categories below. If your design doesn’t fit within any of the defined categories, consider building off the tile component while designing your card. Feel free to bring your explorations to ink, allowing the team to study emerging patterns and potentially expand our category list.

Promotional

Introducing automated money movement

Approve your expenses on Carta and have your funds automatically transferred. Enjoy faster turnaround time, better visibility into payment status, and no fees!

Learn more

Educational & informational

FAQ

Find the answers to your questions about Carta. If you can't find what you're looking for, reach out to us.

Task

Exercise to approve

10

to review

Approve option exercise requests to complete transaction

Data

Carta 409A

Jul 1, 2023 - Sept 30, 2023

Overall company valuation

Per unit values

$4.50 - $7.50

Promotional

This pattern is commonly used for promoting and highlighting new features, services or recommending tasks to drive user engagement. The content in this card can be either marketing or product related.

Examples

Cream is the default background color for this category.

Get expert tax advice and equity education for your team

You’ve made your employees owners - now empower them with access to expert tax advisors and resources to understand their equity’s potential.

Learn more

Carta Startup Stack

You’ve made your employees owners - now empower them with access to expert tax advisors and resources to understand their equity’s potential.

Learn more

Introducing automated money movement

Approve your expenses on Carta and have your funds automatically transferred. Enjoy faster turnaround time, better visibility into payment status, and no fees!

Learn more

Educational & Informational

Consider using this pattern when providing educational or informative content such as FAQs, help resources, useful tips to further assist users on a specific task or workflow in product.

Examples

Blue-30 is the default background color for this category.

FAQ

Find the answers to your questions about Carta. If you can't find what you're looking for, reach out to us.

Alternatives can be used if you feel the primary option is not appropriate.

Tips

Communicating employee equity can help improve employee engagement and retention.

Still have questions?

Our team of valuation experts are here to help.

Task

This type of card is used to display a variety of tasks associated with imperative actions, often seen in dashboard designs.

Examples

The outlined card is the default style for this category.

Certificate to sign

15

to review

Exercise to approve

Approve option exercise requests to complete transaction

2

to review

Expiring Fair Market Value (FMV)

Request a new 409A now to be compliant with the IRS.

$7.13

/ share

gray-20 (borderless) can be used as the alternative background if needed.

Exercise to approve

Approve option exercise requests to complete transaction

2

to review

Total Compensation

You have 10+ employees running out of equity

Download your Equity Refresh report to see who is due for a refresh, how much, and when to grant it.

Data

Data card is used for displaying a snapshot or summary of information, most suitable for presenting snippets of data or details, such as company profile, fund summary, or fair market value.

Examples

Carta 409A

Jul 1, 2023 - Sept 30, 2023

Overall company valuation

$400M

Per unit values

$4.50 - $7.50

Fair Market Value (FMV)

$0.15

/ share as of 06/21/2023

Total committed

$670M

Called

$2M

Per unit values

$0.00

Per unit values

$1.4M

Contributed

$2M

Total distributed

$716.2K

Total net asset value

$1.3M

Total committed

$4.50 - $7.50

Best practices

Card height

Certificate to sign

15

to review

Exercise to approve

Approve option exercise requests to complete transaction

2

to review

Certificate to sign

15

to review

Do

Card widths may vary, but the height of the cards should be consistent, especially when multiple cards are displayed together

Certificate to sign

15

to review

Exercise to approve

Approve option exercise requests to complete transaction

2

to review

Certificate to sign

15

to review

Do

Card widths may vary, but the height of the cards should be consistent, especially when multiple cards are displayed together

Certificate to sign

15

to review

Exercise to approve

Approve option exercise requests to complete transaction

2

to review

Certificate to sign

15

to review

Don't

Don't use uneven card heights

Certificate to sign

15

to review

Exercise to approve

Approve option exercise requests to complete transaction

2

to review

Certificate to sign

15

to review

Don't

Don't use uneven card heights

Avoid nested outlines

Resource Center

Save time by browsing our online resources for help and guidance. Can't find the answers to your questions? Our team of experts are here for you!

Blog

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Still have questions?

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Resource Center

Save time by browsing our online resources for help and guidance. Can't find the answers to your questions? Our team of experts are here for you!

Blog

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Still have questions?

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Do

Remove unnecessary outlines to achieve a cleaner UI

Don't

Avoid containing a card within a container

Resource Center

Save time by browsing our online resources for help and guidance. Can't find the answers to your questions? Our team of experts are here for you!

Blog

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Still have questions?

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Do

Remove unnecessary outlines to achieve a cleaner UI

Resource Center

Save time by browsing our online resources for help and guidance. Can't find the answers to your questions? Our team of experts are here for you!

Blog

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Still have questions?

Lorem ipsum dolor, sit amet consectetur adipisicing elit.Lorem ipsum dolor, sit amet consectetur adipisicing elit.

Don't

Avoid containing a card within a container

Illustrations, not lifestyle images

Tips

Communicating employee equity can help improve employee engagement and retention.

Lifestyle

Still have questions?

Do

Use illustrations in a card

Don't

Don't use lifestyle images in a card

Tips

Communicating employee equity can help improve employee engagement and retention.

Do

Use illustrations in a card

Lifestyle

Still have questions?

Don't

Don't use lifestyle images in a card

Color usage

Certificate to sign

15

to review

Approve option exercise requests to complete transaction

Exercise to approve

2

to review

Accounts to verify

Approve option exercise requests to complete transaction

27

to review

Approve option exercise requests to complete transaction

Do

Use the same color for the same card category

Certificate to sign

15

to review

Approve option exercise requests to complete transaction

Exercise to approve

2

to review

Accounts to verify

Approve option exercise requests to complete transaction

27

to review

Approve option exercise requests to complete transaction

Do

Use the same color for the same card category

Certificate to sign

15

to review

Approve option exercise requests to complete transaction

Exercise to approve

2

to review

Accounts to verify

Approve option exercise requests to complete transaction

27

to review

Approve option exercise requests to complete transaction

Don't

Don't use more than two colors for the same card category

Certificate to sign

15

to review

Approve option exercise requests to complete transaction

Exercise to approve

2

to review

Accounts to verify

Approve option exercise requests to complete transaction

27

to review

Approve option exercise requests to complete transaction

Don't

Don't use more than two colors for the same card category

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