LTSE Equity Knowledge Base
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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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LTSE Equity Knowledge Base
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