# 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**

```plaintext
Demo URL:
https://app.certification.carta.team/corporations/18410/summary/

Login credentials:
Email: admin@servicehub17834.com
Password: carta59!
```

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