Recap: Preparing to Issue Equity Learning Lab
Thanks to everyone who joined today's Preparing to Issue Equity Learning Lab!
In this session, Carta experts walked through how to confidently prepare your company to issue equity. We covered how to review your cap table, organize the necessary legal documents, and get everything in place before drafting new securities.
🎥 Watch the recording: https://carta.wistia.com/medias/se7fjns98q
📄 Download the slides: (attached below)
Key takeaways:
-
Confirm your company's equity incentive plan (EIP) and ESOP are finalized and uploaded to Carta
-
Ensure your board and stockholder approvals are in place before issuing new grants
-
Collect and organize all supporting document sets (charter, bylaws, plan documents, etc.)
-
Draft and review securities carefully before issuing to stakeholders
-
Use Carta's guided workflows to stay compliant and avoid common setup mistakes
If you missed the live session or want to revisit specific workflows, you can catch up with the recording anytime.
Have follow-up questions or tips from your own experience preparing to issue equity? Join the discussion in the comments below.
------------------------------
Brent Devey
------------------------------