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.