Getting started

• Security & Compliance
• Transfer Agent For Cap Table Management Platforms
• Captable.io 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
• Archive CapMx data and migrate to Captable.io
• Your guide to cap tables as a busy founder
• 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