Carta AMEA Learning Lab recap: Issuing Equity 101 — August 5
Thank you to everyone who joined today's Issuing Equity 101 Learning Lab with @Eielson Low, Customer Success Manager! The recording is embedded below.
Recap highlights:
Preparing your cap table: Best practices for getting stakeholder records clean and accurate before issuing any new grants
Adding and managing stakeholders: How to set up stakeholder profiles and keep them current as your company grows
Creating and issuing grants: A walkthrough of the full issuance workflow for options and other securities in Carta
Data hygiene: How to spot and resolve cap table inconsistencies before they become problems downstream
Questions or follow-ups? Reply to this post and we'll get back to you here.