Learning Lab: Managing the Cap Table 1/13/2026

Carta Learning Lab: Managing the Cap Table Jan. 13, 2026

Click for sound

Introduction to the Learning Lab

Accessing Resources and Community

Focus on Cap Table Management

Key Company Settings Overview

User Permissions and Access Levels

Signatories and Security Issuance

Transaction Settings for Exercises

Viewing the Cap Table

Exporting Cap Table Reports

Common vs. Preferred Shares Explained

Managing Equity Transactions

Modifying Equity Awards

Stakeholder Ledger Management

Q&A Session and Common Questions

Understanding Convertible Note Ledgers

Feedback Loop with Product Team