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LTSE Equity Knowledge Base
  • Go to equity.ltse.com
Getting started
  • Glossary
  • Getting started
  • Managing company account
  • Sharing & collaboration
  • For startup accelerators (Y Combinator, Techstars, etc.)
  • Product updates
  • Compliance and 409A
  • Stock plans and options
  • Convertible securities (notes, safes)
  • Samples & templates
  • Warrants
  • Stock grants & RSAs
  • For professional services firms
  • For stakeholders
  • Scenario modeling
  • Company governance
  • Documents & files
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      1. LTSE Equity Knowledge Base
      2. Getting started
      • Glossary
      • Getting started
      • Managing company account
      • Sharing & collaboration
      • For startup accelerators (Y Combinator, Techstars, etc.)
      • Product updates
      • Compliance and 409A
      • Stock plans and options
      • Convertible securities (notes, safes)
      • Samples & templates
      • Warrants
      • Stock grants & RSAs
      • For professional services firms
      • For stakeholders
      • Scenario modeling
      • Company governance
      • Documents & files

      Getting started

      • Security & Compliance
      • Transfer Agent For Cap Table Management Platforms
      • Captable.io Terms of Service and Privacy Policy
      • Adding Administrators
      • Cap Table & Equity Admin Glossary
      • Adding Headquarters Information
      • Bulk Import Cap Table Data - Warrants
      • Upgrade or change your subscription plan
      • Bulk Import Cap Table Data - Templates
      • What to do when stockholder wants a stock certificate but you only issue certificate-free stock.
      • Export from Carta
      • Carta Import Checklist
      • Bulk Import Cap Table Data - Stock Classes
      • Set company's stock issuance method
      • Onboarding Document and Data Checklist
      • Managing LLCs in LTSE Equity
      • Certificate-Free and Certificated Stock Issuance
      • What is a stock class?
      • Working with Vesting Schedules
      • Bulk Import Cap Table Data - Convertible Instruments
      • Adding Company Information
      • Set up document templates to issue securities and e-sign
      • Working with Stock Classes - Adding Stock, Editing Stock, Deleting Stock
      • Archive CapMx data and migrate to Captable.io
      • Your guide to cap tables as a busy founder
      • How to Merge Stakeholders
      • Bulk Import Cap Table Data - Stakeholders
      • Bulk Import Cap Table Data - Stock Grants
      • Sharing Your Cap Table
      • Add stakeholder types - Founders, Investors, Employees & other roles
      • Manage Multiple Cap Tables from Dashboard
      • Issue Certificate-free Stock or Stock Certificates
      • Bulk Import Cap Table Data - Options & RSAs
      • Bulk Import Cap Table Data - Stock Plans
      • Bulk Import Cap Table Data
      www.ltse.com Help Center
      • Go to equity.ltse.com