Helping new admins build good cap table habits

We have a lot of founders and finance teams in the community who are managing their cap table for the first time.

If you’ve been using Carta for a while, your experience could really help someone build good habits early.

How often do you actively review or update your cap table?

  • Weekly

  • Monthly

  • Quarterly

  • Mostly around fundraising events


If you’re open to sharing, what’s the reason behind that cadence?

For example, some teams review it monthly to stay ahead of option exercises and new hires, while others mostly revisit it during fundraising or major equity events.

Your experience could really help newer admins understand what works in practice.