# 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:

- [Carta Learning Lab: Preparing to Issue Equity](https://community.carta.com/c/live-events/carta-learning-lab-preparing-to-issue-equity-0bbf6d-a5f86c)

- [Course: Issuing Equity](https://community.carta.com/c/issuing-equity)

### 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](https://assets-v2.circle.so/9sowqh27r1xbq7nrgya4338qrt09)

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