# Learning Lab recap: Preparing to Issue Equity 2/11/2026

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## Introduction to Carta Learning Lab

## Introducing the Host and Team

## Foundational Concepts in Equity Issuance

## Company Settings for Equity Issuance

## Managing Signatories for Equity Issuance

## Company Contacts and Their Importance

## Integrating HRIS for Streamlined Processes

## Drafting and Issuing Equity Awards

## Understanding Shares and Certificates

## Q&A Session Introduction

## Interest Accrual in Convertible Notes

## Closing Remarks and Future Engagements

Thanks to everyone who joined today's Learning Lab!

During the session Brianne Villamor walked through the key setup steps to complete before issuing equity in Carta, including users and permissions, board members and signatories, share classes, and equity plan amendments.

We also covered how to use document sets and vesting schedule templates to streamline option grants, then demoed the end-to-end workflow for drafting grants, generating a board consent, and sending awards. We wrapped with a quick look at converting SAFEs and convertible notes inside Manage Equity.

Have questions we did not get to? Drop them in the comments below and we'll be happy to help!

[Preparing to Issue Equity Feb 20...1.88 MB](https://assets-v2.circle.so/rd6hoi1oecjxew1470u54g6vdnv7)