Essential Tools for Startup Success: Equity Management

Join Carta’s Group Product Manager, Shubhi Nigam, and Head of Insights, Peter Walker, as they guide founders through the process of selecting the right cap table management provider for your business. Whether you’re a new entrepreneur or looking to switch from your current provider, this event will provide you with the essential knowledge to make an informed decision on which equity management platform is best for your business.

What you’ll learn:

  • Understanding Cap Tables: A brief overview of what cap tables are and why they are crucial for managing your company’s equity effectively
  • Key features of Cap Table providers: Dive into the must-have features that a cap table provider should offer, including user-friendly interfaces, scalability, and compliance 
  • Evaluating providers: Criteria to consider when assessing different cap table management systems including how to evaluate solutions based on cost, customer support, and the specific needs of your business
  • Common mistakes: Identify common mistakes companies make when choosing a cap table provider and learn how to avoid them.

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