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Learn by doing. Join expert-led sessions to master Carta workflows, get answers to your questions, and grow alongside fellow operators and founders.

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Past event recordings

 

Person 1

Kirsten Barrie

Founder, Verte Consulting

“I never thought I’d look forward to cap table webinars—but here we are. Carta’s sessions are clear, energizing, and actually enjoyable. They make equity, tax, and fundraising topics feel less overwhelming and more empowering—for both founders and their advisors. You’ll go from zero to hero in no time, and have fun doing it.”

Person 2

Ali Barkhordar

Owner | Principal, Ultimate Business Capital LLC

“Solid actionable guidance given by the hosts and moderators. The direct access to Carta experts makes all the difference when you need real answers. Much more helpful than trying to figure things out on your own.”

Person 3

Arlene Spiegelman

Investor Relations Manager

“As a repeat attendee, I find Carta’s Learning Lab consistently delivers timely, relevant, and actionable insights. Carta’s vast library of resources makes it easy for me to confidently educate our teams and respond with clarity. Each session leaves me more informed, and the live Q&A is always a highlight.”

Recent community discussions

 

  • Profile Picture

    RE: Law firm with experience in Indian companies ...

    By: Michael Fahey , 12 days ago
    Posted in: Carta open forum

    Kurt - done. It came from my personal email, so hopefully spam didn't stop it ( michael.t.fahey@gmail.com ). Good luck! -- Mike Fahey WWCC Holdings, Inc. - creators of Cross Connect ™ General Counsel and Secretary +12035399538 ...

    1 person likes this.
  • Profile Picture

    RE: Rescind Stock Option Award

    By: Bernard Leung , 18 days ago
    Posted in: Carta open forum

    Hi, I have a similar issue but I don't want to cancel ALL the options. The Options was to vest over 24 months, but due to performance we chose to terminate after 18 months but allow vesting of 75%. How do I do this? I can't see a Partial Options cancellation ...

  • Profile Picture

    Adding co-founder post-incorporation: transfer ...

    By: Mukil Kesavan , one month ago
    Posted in: Carta open forum

    I incorporated solo via Stripe Atlas (Delaware C-corp). Issued myself founder shares (all of it except for employee pool is in my name) at par value and filed 83(b). Now bringing on a co-founder and want to give them a significant equity stake. What's ...

  • Profile Picture

    Director Salary in VC-Backed Startups

    By: Peter Walker , one month ago
    Posted in: Carta open forum

    Should you take that Director offer at a startup worth $25 million or $250 million? When it comes to base salary, the gap might not be as large as you expect. Look at a Director in Data, for instance. At a startup worth $25 million, ...

  • Profile Picture

    RE: Should the FMV calculated as per 409A ...

    By: Taryn Lund , one month ago
    Posted in: Carta open forum

    I ran into this same question when we were setting up our ESOP, and here's what I learned. The 409A valuation already takes dilution into account when it determines the fair market value (FMV) of your common stock. You do not need to, and really should ...

 

 

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Ask an Expert event series

 

 

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

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