Learning Lab: Managing the Cap Table 3/18/2026 | Carta Community
Learning Lab: Managing the Cap Table 3/18/2026
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Introduction to the Learning Lab
Session Guidelines and Expectations
Host Introduction and Background
Understanding Company Settings
Managing Board Members
Importance of Company Contacts
Navigating Company Settings
Payment Information and Bank Account Setup
Exploring the Cap Table
Cap Table Reports and Health Checks
Granting Cap Table Access
Addressing Stakeholder Queries
Managing Stakeholders and Equity
Actions on Issued Equity
Closing Remarks and Future Sessions
Recap highlights:
Managing users, permissions, board members, signatures, and company contacts in Company Settings
Navigating the cap table, running reports, and reviewing account health checks
Setting cap table access levels for different stakeholder groups
Using Manage Stakeholders and Manage Equity to update records, transfer shares, handle terminations, and repurchase unvested shares
Practice in a demo account
Demo URL:
https://app.certification.carta.team/corporations/18410/summary/
Login credentials:
Email: admin@servicehub17834.com
Password: carta59!
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