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
LTSE Equity <> Astrella Transition FAQ
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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
LTSE Equity <> Astrella Transition FAQ
Getting started
Security & Compliance
Transfer Agent For Cap Table Management Platforms
LTSE Equity Terms of Service and Privacy Policy
Adding Administrators
Adding Headquarters Information
Upgrade or change your subscription plan
What to do when stockholder wants a stock certificate but you only issue certificate-free stock.
Export from Carta
Carta Import Checklist
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
Adding Company Information
Set up document templates to issue securities and e-sign
Working with Stock Classes - Adding Stock, Editing Stock, Deleting Stock
Your guide to cap tables as a busy founder
Archive CapMx data and migrate to LTSE Equity
How to Merge Stakeholders
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