Learning Lab: Managing the Cap Table Oct. 14, 2025

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Introduction to Carta Learning Lab

Introducing the Instructor

First Steps in Using Carta

Navigating Company Settings

Assigning Signatories and Company Contacts

Integrating HRIS and Financial Systems

Viewing the Cap Table

Detailed Share Class Information

Navigating Reporting Suite

Managing Securities Ledgers

Understanding Option Grants

Actions Within Securities Ledgers

Transferring and Repurchasing Securities

Managing Stakeholder Information

Processing Terminations and Managing Equity Awards

Issuing Shares After Fundraising Events

Exploring Demo Accounts and Features

Adding Subsidiaries and International Stakeholders

Updating Employee Information and Notifications

Conclusion and Future Events