Learning Lab recap: Cap Table Fundamentals 101 (AMEA) — July 1

Thank you to everyone who joined today's Cap Table Fundamentals 101 Learning Lab with Eielson Low, Customer Success Manager! The recording is embedded below, and the slide deck is attached.

Recap highlights:

• Company Settings — How to set up users & permissions (HR Administrator, Company Editor, Full Access), assign signatories, and configure investor relations and HRS integrations.

• Cap Table Reporting — Using built-in reports (Stakeholder Ledger, Equity Plan) plus Carta's new Claude-powered reporting to generate and customize exports in natural language.

• Securities Ledger — Modifying security details (like currency or email errors), transferring shares between stakeholders, and reading certificate statuses (outstanding, transferred, canceled).

• Stakeholder Ledger & Terminations — Terminating employees (voluntary vs. for-cause), adjusting post-termination exercise periods, and editing stakeholder details manually.

• Issuing Equity — Using the streamlined draft → sign → issue flow, or the bulk spreadsheet import for larger grants.

• Live Q&A — Covered new-hire option issuance and a look at the employee portfolio experience, including the new estimated equity value feature.

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