Learning Lab: Managing the Cap Table August 13, 2025

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Introduction to the Learning Lab Series

Introducing the Host: Bree

Key Features of Cap Table Management

Understanding User Permissions

Managing Company Contacts

The Importance of Regular Cap Table Updates

Handling Terminations and Equity Awards

Addressing Questions on Equity Issuance

Handling Early Exercise and Repurchase

Ensuring Equity Incentive Plan is Current

Final Checks Before Issuing Equity

Differences in RSA Issuance Process

Importing and Using Spreadsheets

Managing Stakeholder Changes

Updating Employee Email Addresses

Legal Considerations in Equity Issuance

Support for LLCs on Carta

Conclusion and Next Steps