Learning Lab recap: Managing the Cap Table - May 28, 2026 | Carta Community
Learning Lab recap: Managing the Cap Table - May 28, 2026
Thank you to everyone who joined today's Managing the Cap Table Learning Lab with Brianne Villamor, our Customer Enablement Manager! The recording is embedded below, and the slide deck is attached.
Click for sound
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Introduction to Carta Learning Lab
Disclaimer on Legal and Financial Advice
Session Focus: Managing the Cap Table
Importance of Familiarity with the Platform
Understanding Stakeholder Management
User Settings and Personalization
Starting with Company Settings
Board Management and Access Levels
Managing Company Contacts
Transaction Settings Overview
Integrating HRIS for Stakeholder Management
Viewing the Cap Table
Exporting Cap Table Reports
Managing Equity and Securities Ledger
Understanding Option Agreements
Reviewing Cap Table Reports
Final Q&A and Wrap-Up
Open Floor for Questions
Employee Perspective on Accepting Grants
Bulk Uploading Option Grants Template
Using Spreadsheets for Employee Equity Management
Recap highlights:
Users and permissions: How to manage access levels for company users and board members, including the difference between directors and observers, and keeping signatories up to date for equity awards.
HRIS integrations: How Carta connects with HR systems to keep stakeholder information current, including handling email changes and creating new stakeholder profiles.
Cap table view: How to navigate and read your cap table by share class, view historical data tied to key dates, and export reports.
Outstanding vs. fully diluted ownership: The difference between these two views and when each matters for understanding your equity picture.
Stakeholder terminations: How terminations are flagged and processed through the workflow in the Manage Stakeholders tab.
Securities ledger: How to organize equity by type and class, view grants, and manage share certificates.
Helpful links from the session:
Practice in a demo account:
URL: https://app.certification.carta.team/corporations/18536/summary/
Username: admin@servicehub17960.com
Password: carta00!
Questions or follow-ups? Reply to this post and we'll follow up here.
Managing_the_Cap_Table_-_May_28_deck.pdf
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