CARTA PARTNER CERTIFICATION PROGRAM

Fundraise Certification

From building a pro forma to closing a deal: everything you need to know in order to effectively help your clients fundraising with Carta

Watch the lessons, test your knowledge and have access to an individual demo account. When you work on a live deal on Carta, our Business Development team will have your back!

Questions? Please reach out to certifications@carta.com

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Curriculum

Lesson 1: Building a deal-ready Pro Forma

Lesson 2: Deal closings overview

Lesson 3: Setting up the deal

Lesson 4: Prepare and send signature packets

Lesson 5: Track signatures and funds

Lesson 6: Issue certificates and compile closing volume

Lesson 1: Building a deal ready Pro Forma

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CARTA PARTNER CERTIFICATION PROGRAM

Fundraise Certification

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