Carta Learning Lab: Preparing to Issue Equity

Details

Join Carta’s equity experts for an interactive, hands-on workshop designed to help you confidently prepare your company to issue equity. Whether you’re getting ready to grant equity to employees, raise a new round of funding, or provide updates to your board and investors, this session will equip you with the tools and best practices to manage your cap table, streamline workflows, and maintain compliance using Carta’s platform.

This Learning Lab features a live demo environment, so participants can follow along in real time. We’ll walk through essential workflows and show you how Carta can help you stay audit-ready, maintain clean equity data, and issue equity with confidence.

What we’ll cover:

• How to prepare your cap table and stakeholder records before issuing equity
• Best practices for adding stakeholders and managing their equity profiles
• Identifying and resolving duplicate records or data inconsistencies
• Ensuring your equity data is accurate, compliant, and reporting-ready
• 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 to prepare for issuing equity and managing equity events

Who should attend:

• Founders and startup leaders preparing to issue new equity grants or raise capital
• New Carta administrators or team members managing equity logistics
• Anyone looking to build trust through clean, transparent, and accurate equity management

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 issuing equity and empowering your stakeholders with clear, compliant ownership information.

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.