Getting Started
- A guide to cap tables for the busy founder.
- Archive CapMx data and migrate to Captable.io
- Assign company officers as 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 - Shareholders
- 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
- Captable.io Terms of Service and Privacy Policy
- Carta Import Checklist
- Certificate-Free and Certificated Stock Issuance
- Export from Carta
- How to Merge Shareholders
- How to upgrade or change the subscription plan
- How to upload documents and paperwork to securities