Learning Lab recap: Managing the Cap Table - May 28, 2026

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

Recap highlights:

• Users and permissions - How to manage access levels for company users and board members, including the difference between directors and observers, and keeping signatories up to date for equity awards

• HRIS integrations - How Carta connects with HR systems to keep stakeholder information current, including handling email changes and creating new stakeholder profiles

• Cap table view - How to navigate and read your cap table by share class, view historical data tied to key dates, and export reports

• Outstanding vs. fully diluted ownership - The difference between these two views and when each matters for understanding your equity picture

• Stakeholder terminations - How terminations are flagged and processed through the workflow in the Manage Stakeholders tab

• Securities ledger - How to organize equity by type and class, view grants, and manage share certificates

Helpful links from the session:

• Carta Learning Lab: Preparing to Issue Equity

• Course: Issuing Equity
  

Practice in a demo account:

URL: https://app.certification.carta.team/corporations/18536/summary/
Username: admin@servicehub17960.com
Password: carta00!

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