Learning Lab recap: Preparing to Issue Equity -- May 5, 2026

Thank you to everyone who joined today's Preparing to Issue Equity 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: Full access users are the only ones authorized to make changes to the cap table and issue equity. Brianne walked through the differences between full access, company editor, HR admin, and view-only roles.

• Board members and signatories: How to add directors and observers, designate company signatories, and manage contacts within Carta.

• Updating share classes: Using Carta's document reader to automatically extract share class details from articles of incorporation after a new funding round.

• Amending equity incentive plans: How to increase a share pool size and configure exercise periods correctly so termination calculations work as expected.

• Document sets and templates: Creating reusable document sets and vesting schedule templates for ISOs and NSOs, including a new Carta feature for customizable blank fields.

• HRIS integration: How to connect your HRIS to import employee data in bulk for drafting equity awards.

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