CARTA PARTNER CERTIFICATION PROGRAM

Premier Level

The Premier level goes deeper on securities templates, vesting schedules and equity plans. You will also learn how to manage warrants, create convertible terms, update stakeholder information, and more.

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Curriculum

Lesson 1: Templates II and reported issues

Lesson 2: Vesting schedules and equity plans

Lesson 3: Equity awards and option exercises

Lesson 4: Managing warrants and convertibles

Lesson 5: Managing stakeholders II and fundraising

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CARTA PARTNER CERTIFICATION PROGRAM

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