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How to use the Carta Issuance skill

Carta Issuance is a skill within the Carta Cap Table plugin that lets you issue option grants and share certificates on Carta from a conversation with your AI client. Provide it with your grantees and the terms — as a pasted list, an uploaded file, a screenshot, or typed into the prompt — and it matches each person to their existing Carta stakeholder record, builds an issuance form pre-filled with your company's plans, vesting templates, and document sets, and waits for you to review before anything is written to your cap table.