Learning Lab recap: Cap Table Fundamentals 101 (AMEA) — July 1 | Carta Community
Learning Lab recap: Cap Table Fundamentals 101 (AMEA) — July 1
Thank you to everyone who joined today's Cap Table Fundamentals 101 Learning Lab with Eielson Low, Customer Success Manager! The recording is embedded below, and the slide deck is attached.
Carta AMEA Learning Lab: Managing the Cap Table July 1, 2026
Introduction to Carta Learning Lab
- Introduction of the Speaker
- Common Questions After Going Live
- Navigating Company Settings
- Evolution of Reporting in Carta
- Managing Stakeholder Ledger
- Dashboard Overview
- Setting Up Company Settings
- Understanding Access Levels
- Role of Signatories in Issuance
- Transaction Settings Overview
- Q&A Session on Settings
- Understanding Security Status
- Documents and Notes Management
- Overview of Option Grants
- Complex Situations in Equity Management
- Reporting on Equity and Securities
- Using AI for Reporting with Claude
- Termination of Employees and Its Implications
- Issuing New Options
- Understanding Grant Types
- Finalizing the Issuance Process
- Employee Account Setup Process
- Tracking and Transparency in Exercises
Recap highlights:
Company Settings — How to set up users & permissions (HR Administrator, Company Editor, Full Access), assign signatories, and configure investor relations and HRS integrations.
Cap Table Reporting — Using built-in reports (Stakeholder Ledger, Equity Plan) plus Carta's new Claude-powered reporting to generate and customize exports in natural language.
Securities Ledger — Modifying security details (like currency or email errors), transferring shares between stakeholders, and reading certificate statuses (outstanding, transferred, canceled).
Stakeholder Ledger & Terminations — Terminating employees (voluntary vs. for-cause), adjusting post-termination exercise periods, and editing stakeholder details manually.
Issuing Equity — Using the streamlined draft → sign → issue flow, or the bulk spreadsheet import for larger grants.
Live Q&A — Covered new-hire option issuance and a look at the employee portfolio experience, including the new estimated equity value feature.
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