Learning Lab: Managing the Cap Table 3/18/2026

Thank you to everyone who joined today’s Managing the Cap Table Learning Lab with @Adebimpe Alo! The recording is embedded below, and the slide deck is attached.

Recap highlights:

  • Managing users, permissions, board members, signatures, and company contacts in Company Settings

  • Navigating the cap table, running reports, and reviewing account health checks

  • Setting cap table access levels for different stakeholder groups

  • Using Manage Stakeholders and Manage Equity to update records, transfer shares, handle terminations, and repurchase unvested shares

Practice in a demo account

Demo URL:
https://app.certification.carta.team/corporations/18410/summary/

Login credentials:
Email: admin@servicehub17834.com
Password: carta59!

Questions or follow-ups? Reply to this post and we’ll follow up here.

Managing the cap table March 2026.pdf