Learning Lab recap: Managing the Cap Table — July 28

Thank you to everyone who joined today's Managing the Cap Table Learning Lab with @Brianne Villamor, Customer Enablement Manager! The recording is embedded below, and the slide deck is attached.

Recap highlights:

• Series launch: This was Part 1 of a 4-part Learning Lab series. Upcoming: Fundraising Tools (Aug 12) and Preparing to Issue Equity (Aug 26) — register at #Live events & webinars.

• Key company settings: User permissions and roles (Full Access vs. Company Editor), signatories, company contacts, and law firm access — the foundation of good cap table hygiene.

• Permissions management: How to ensure business continuity by adding signatories before removing existing ones, and how to link personal and company accounts.

• HRIS integrations: Three ways to sync employee data into Carta (CSV, SFTP, and API), with changes held for your review before they go live.

• Cap table reports: How to find, generate, and export key reports including the Cap Table Report, Equity Plan Report, and Certification Transaction Report.

• NEW: Carta Claude plugin: A live demo of Carta's brand-new AI reporting skill — generate cap table views and custom reports using natural language and export to Excel directly from Carta.

• Securities ledger: Modifying certificates, bulk updates, share transfers, and converting convertible notes.

• Stakeholder ledger: Terminating stakeholders and updating their details.

Try the Carta Claude plugin and share your prompts:
Have a prompt that worked well for you? Share it with the community in the AI at Carta space — we'd love to see what you're building.

Practice in a demo account:

URL: https://app.certification.carta.team/corporations/18789/summary/
Username: admin@servicehub18209.com
Password: carta70!

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