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
- Captable.io Terms of Service and Privacy Policy
- Carta Import Checklist
- Certificate-Free and Certificated Stock Issuance
- Export from Carta