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Carta Learning Lab: Managing the Cap Table
Tuesday, Jul 28, 3:30 – 4:30 PM EDT
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.
Starts in 1 week
Virtual event
Brent Devey
29 Attendees
August 2026
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Carta Learning Lab: Fundraising Tools
Wednesday, Aug 12, 1:00 – 2:00 PM EDT
Virtual
August 2026
Carta Learning Lab: Preparing to Issue Equity
Wednesday, Aug 26, 3:00 – 4:00 PM EDT
Live stream