Learning Lab recap: Preparing to Issue Equity — June 24, 2026 | Carta Community
Learning Lab recap: Preparing to Issue Equity — June 24, 2026
Thank you to everyone who joined today's Preparing to Issue Equity Learning Lab with Brianne Villamor, Customer Enablement Manager! The recording is embedded below, and the slide deck is attached.
Introduction to the Learning Lab
Disclaimer on Legal and Financial Advice
Overview of Today's Topic
- Managing Share Classes and Equity Plans
- Using the Sandbox Environment
- Session Engagement and Questions
- Managing Multiple Accounts
- Accessing Company Settings
- Understanding User Permissions
- Removing User Access
- Managing Law Firm Access
- Transaction Settings Overview
- Essentials for Issuing Equity
- Issuing Certificates Process
- Increasing Equity Incentive Plans
- Vesting and Securities Templates
- Creating Vesting Schedules
- Phantom Equity Document Sets
- Drafting Equity Awards
- Adding Stakeholders to Drafts
- Board Approval Process
- Finalizing Equity Awards
- Tracking Issued Equity Awards
- Converting ISOs to RSAs
- Understanding SAFE Rounds
- Navigating Carta for SAFE Documents
- Streamlining the SAFE Process
- Upcoming Events and Resources
- Closing Remarks and Future Sessions
Recap highlights:
User permissions and company settings — Brianne walked through the four levels of user access (View-only, HR Administrator, Company Editor, and Full Access), how to manage signatories, and how to enable online equity exercises for employees.
Updating your equity information — How to add new share classes using incorporation documents, amend your equity incentive plan reserve, and set up exercise periods correctly for termination calculations.
Document sets and vesting schedules — How to configure document sets for different equity types (NSO, RSA, phantom equity) and create both standard and custom vesting schedules.
Drafting equity awards — How to organize draft sets, use global settings for board approvals, and enter grant details via the spreadsheet interface.
Issuing equity and live Q&A — Topics included federal exemptions, signature collection, converting ISOs to RSAs, drafting equity while awaiting a 409A, and creating SAFE rounds in Carta.
Practice in a demo account:
URL: https://app.certification.carta.team/corporations/18708/summary/
Username: admin@servicehub18128.com
Password: carta33!
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