Learning Lab: Preparing to Issue Equity Nov. 13, 2025

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Introduction to the Learning Lab

Legal and Financial Disclaimer

Transition to Main Presentation

Foundational Concepts for Issuing Equity

Navigating Company Settings

Understanding Share Classes and Equity Plans

Amending the Equity Incentive Plan

Final Steps Before Issuing Equity

Clarifying EShares and Carta Terminology

Creating New Document Sets

Customizing Legends for Certificates

Addressing RSU Document Template Concerns

Drafting Equity Awards

Utilizing In-App Drafting Tools

Error Checking in Drafts

Collecting Signatures for Issued Awards

Introduction to Safe Notes

Drafting Convertible Notes

Investor Information and Document Templates

Completion of SAFE Process

Issuing Convertible Notes

Amending Previously Issued Securities

Issuing Restricted Stock Awards (RSAs)

Adviser Stock Options and Document Management

Conclusion and Future Events