Sure thing! Who's your lawyer? When does she anticipate that you need to switch? As a founder, I always lean towards solving the problem today vs. problems 5 years down the road. Also all major law firms have trained staff on hand to serve startup clients with Captable.io.

Regarding Carta onboarding, there's an involved process and associated fees. You can check out the few dozen help articles they have on the subject matter here: https://support.carta.com/category/415-onboarding---private-.... I recommend reaching out to their team to discuss further.

I can share more war stories we run into - ping me at ray at ltse dot com.