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Hello Carta Community,

We're excited to provide you with a recap of our latest Carta Learning Lab on Managing the Cap Table. This interactive workshop was designed to equip founders, finance leads, and new Carta users with the necessary skills and confidence to manage their cap tables effectively.

Event Highlights:

• Dashboard Navigation & Key Features: Understanding and optimizing the use of Carta's tools.
• Creating, Issuing, and Approving Securities: A comprehensive guide to managing these tasks efficiently.
• Maintaining an Accurate Cap Table: Highlighting best practices and common mistakes to avoid.
• Interactive Q&A: Participants received tailored advice and solutions to their specific challenges.

Resources:

For those who were unable to attend or wish to revisit the discussion:

• Watch the Full Recording Here
• The presentation deck is attached to this post for easy reference.

Continue the Conversation:

We encourage you to continue the event by posting any further questions you may have in the comments. Whether you need further clarification on cap table management or specific features of Carta, our experts along with your fellow community members, will be here to help.

Thanks to everyone who participated and made the event a success. Your active engagement and insightful questions were invaluable. We eagerly anticipate your involvement in future sessions as we explore new topics and offer actionable insights.

Attachment(s)

Managing the cap table.pdf   530 KB 1 version