Learning Lab recap: LLC Cap Table Management -- August 19

Thank you to everyone who joined today's LLC Cap Table Management Learning Lab with @Brianne Villamor, Customer Enablement Manager! The recording will be shared here once it's edited and uploaded, and the slide deck is attached below.

Here's what we covered:

  • Company settings and permissions -- Brianne walked through the three main user roles (HR Administrator, Company Editor, and Full Access), how signatories work, and how to manage law firm access without adding individuals one by one

  • Cap Table views and exports -- How to navigate the cap table by stakeholder, run custom cap table exports, and access financing history and priced round details

  • Cap Table Access -- How to give investors or key members view-only access to your cap table without granting them full Carta company access

  • Reporting with Carta + Claude -- A live demo of the Carta Claude plugin showing how to query your cap table and export results to Excel in minutes, without stitching together multiple reports manually

  • Stakeholder ownership details -- How to generate individual stakeholder reports with vesting tranche breakdowns, useful for sharing directly with members

  • Platform migration -- Carta is migrating all LLC companies to its core platform; these three learning labs are designed to help you navigate the new experience with confidence

This is part one of a three-part series. Coming up:

Questions from today? Reply to this post and we'll follow up here.

Carta LLC (3).pdf