Carta Learning Lab: Managing the Cap Table

Details

Join Carta's equity experts for an interactive, hands-on workshop designed to help you confidently manage your cap table. Whether you're a founder, finance lead, or someone new to Carta, this session will show you how to navigate the core tools and workflows that keep your company’s equity data accurate and up to date.

This Learning Lab is built around a live demo environment, so participants can follow along in real time. We’ll walk through key functionality and demonstrate best practices for common tasks inside Carta.

What we'll cover:

• Navigating your Carta dashboard and understanding key features
• Creating, issuing, and approving securities
• Keeping your cap table current as your company grows
• Common mistakes and how to avoid them
• Live Q&A with Carta experts

What to expect:

• A highly interactive format with guided exercises
• Access to a demo account so you can follow along safely
• Practical tips for using Carta with confidence day-to-day

Who should attend:

• Founders and startup operators
• New Carta administrators or team members managing equity
• Anyone looking to better understand and utilize Carta's cap table tools

This session is free and open to Carta customers. Space is limited to maintain a collaborative learning environment. Registration is required.

We look forward to helping you take the next step in managing your company’s equity with confidence.

Disclosure: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.