Equity Management

Issuance Skill

The Issuance skill lets you issue equity to an employee—option grants, restricted stock, or other instruments—through a single conversation in Carta, with built-in validation and instant cap table updates.

Key takeaways

  • Issue equity to an employee in a single conversation.
  • Carta validates inputs and flags issues before anything is submitted.
  • Equity is live on the cap table immediately after approval.
Up next: Data Collection Skill

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