LTSE Equity (Captable.io, Fast409A) - Knowledge Base
  • Knowledge Base Home

Getting started

  • Add stakeholder types - Founders, Investors, Employees & other roles
  • Adding Administrators
  • Adding Company Information
  • Adding Headquarters Information
  • Archive CapMx data and migrate to Captable.io
  • Assign Signatories
  • Bulk Import Cap Table Data
  • Bulk Import Cap Table Data - Convertible Instruments
  • Bulk Import Cap Table Data - Options & RSAs
  • Bulk Import Cap Table Data - Stakeholders
  • Bulk Import Cap Table Data - Stock Classes
  • Bulk Import Cap Table Data - Stock Grants
  • Bulk Import Cap Table Data - Stock Plans
  • Bulk Import Cap Table Data - Templates
  • Bulk Import Cap Table Data - Warrants
  • Cap Table & Equity Admin Glossary
  • Carta Import Checklist
  • Certificate-Free and Certificated Stock Issuance
  • Export from Carta
  • How to Merge Stakeholders
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Categories

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