Learning Lab recap: Managing the Cap Table — September 24

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:

• Navigation and permissions — A walkthrough of logging in, updating personal settings, and the four permission levels (view-only, HR Administrator, Company Editor, Full Access User).

• Access and integrations — Who can initiate transfers and issue securities, how to set up signatories and law firm access, and how HRIS integration simplifies employee data management.

• Cap table views and reporting — Share class and stakeholder views, historical cap tables, exportable reports, and search — plus a first look at the Carta plugin for Claude.

• Claude + Carta integration — Connecting Claude to Carta to build a Cap Table Home dashboard and use pre-built prompts for reports like combined security summaries and audit-ready stakeholder equity sheets.

• Managing security details — Handling dual cap tables, the law firm console, and viewing/modifying option grants and other securities.

• Live demo + Q&A — Transferring securities, terminating stakeholders, bulk updates, and live questions on setting up equity plans and issuing RSAs.

Practice in a demo account:

URL: https://app.certification.carta.team/corporations/18907/summary/
Username: admin@servicehub18325.com
Password: carta11!

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