Carta Partner Certification

Free platform training | Pass the assessment tests | Get certified

 

The Partner Certification Program offers law firm users free training on Carta cap tables. Understand the tools and workflows to get things right — the first time.

Questions? Please reach out to certifications@carta.com

 

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Full certification

Master Carta's main features by progressing through a three-level course to become an Expert.

 

Fundraise

New
Partner Certification Badge
Curriculum (65 mins)
  • The law firm dashboard
  • Onboarding a new client
  • Company dashboard
  • Company settings
  • Templates
  • Managing share classes
  • Managing share certificates
  • Transactions
  • Managing stakeholders (1/3)
  • Terminations
  • 409A page
  • Running reports
Partner Certification Badge - Premier
Curriculum (48 mins)
  • Reported issues
  • Templates II
  • Vesting schedules (1/2)
  • Equity plans
  • Equity awards (1/2)
  • Option exercises
  • Managing warrants (1/2)
  • Managing convertibles (1/2)
  • Managing stakeholders (2/3)
  • Deal proforma
Partner Certification Badge - Expert
Curriculum (42 mins)
  • Cap table health
  • Compliance features
  • Managing stakeholders (3/3)
  • Vesting schedules (2/2)
  • Share class conversions
  • Equity awards (2/2)
  • Managing warrants (2/2)
  • Managing convertibles (2/2)
  • SAFE financings
  • Stock splits/repricings
Fundraise Certification Badge
Curriculum (68 mins)
  • Building a deal-ready Pro Forma
  • Deal closings overview
  • Setting up the deal
  • Prepare and send signature packets
  • Track signatures and funds
  • Issue certificates
  • Compile closing volumes

Schedule your assessments

Once you've completed the coursework, schedule a time to test your proficiency with the team

Proficient

 

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Premier

 

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Expert

 

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Level up professionally 

 

Understand the tools and workflows to get things right – the first time

Demonstrate your expertise to clients and your firm so you can set yourself up for career success

Promote your Carta certification on social media, in your email signature, on your resume, and even the Carta platform

Do you prefer live sessions?

 Register here