CARTA PARTNER CERTIFICATION PROGRAM

Expert Level

The Expert level brings workflows that will help you interact with convertibles, warrants and stakeholder properties, as well as show you how to manage ISO/NSO splits, clean potential cap table errors, and more.

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Curriculum

Lesson 1: Cap table health and compliance

Lesson 2: Managing stakeholders and vesting schedules

Lesson 3: Share certificates and equity awards

Lesson 4: Managing warrants and convertibles II

Lesson 5: Fundraising and non self-service

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