How can I onboard my team to use Carta effectively?

Onboarding your team to use Carta effectively involves a few key steps to ensure everyone is comfortable with the platform and understands its features. First, it is important to provide your team with a thorough introduction to the Carta interface and functionality. This may include organizing a training session or workshop where team members can explore the platform together. During this session, introduce key features such as equity management, cap table management, and the tools available for equity plans. It is beneficial to guide your team through common tasks they will perform, such as granting equity, tracking vesting schedules, and monitoring 409A valuations. Encouraging team members to engage with resources available on the Carta website can also be helpful. These resources often include webinars, user guides, and FAQs that cover everything from basic navigation to more advanced features. Moreover, establishing a clear internal process for addressing questions or issues can create a supportive environment. Encourage open communication among team members, allowing them to share tips and experiences with using the platform. Lastly, periodically revisiting the platform to ensure that all team members are up to date with any new features or changes can enhance overall proficiency. By following these steps, your team should be able to use Carta effectively and take full advantage of its capabilities. For specific resources, it might be beneficial to check the current web page for additional information.