Learning Lab recap: Preparing to Issue Equity — June 24, 2026

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

Recap highlights:

User permissions and company settings — Brianne walked through the four levels of user access (View-only, HR Administrator, Company Editor, and Full Access), how to manage signatories, and how to enable online equity exercises for employees.

Updating your equity information — How to add new share classes using incorporation documents, amend your equity incentive plan reserve, and set up exercise periods correctly for termination calculations.

Document sets and vesting schedules — How to configure document sets for different equity types (NSO, RSA, phantom equity) and create both standard and custom vesting schedules.

Drafting equity awards — How to organize draft sets, use global settings for board approvals, and enter grant details via the spreadsheet interface.

Issuing equity and live Q&A — Topics included federal exemptions, signature collection, converting ISOs to RSAs, drafting equity while awaiting a 409A, and creating SAFE rounds in Carta.

Practice in a demo account:

URL: https://app.certification.carta.team/corporations/18708/summary/

Username: admin@servicehub18128.com

Password: carta33!

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