CARTA PARTNER CERTIFICATION PROGRAM

Proficient Level

The Proficient level offers a robust overview on some of Carta's core features.

Learn how to onboard a new client in-app and manage the cap table basics by creating templates, managing share classes, issuing and modifying certificates, managing stakeholders, and more.

← Back to Partner Certification home

To access the learning material, use your Carta login to create a Carta Community profile.

Sign in

Curriculum

Lesson 1: Law firm dashboard

Lesson 2: Company dashboard

Lesson 3: Templates and documents

Lesson 4: Managing share classes

Lesson 5: Transactions

Lesson 6: Managing stakeholders

Lesson 7: 409A page and reporting

Schedule your Proficient level test

eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement.

The information contained on this website is provided for general informational purposes only, and does not constitute legal, financial, or tax advice on any matter. No user of this information should act or refrain from acting on the basis of information on this website without seeking appropriate professional advice (legal, financial, tax, or otherwise) in the relevant jurisdiction.

Neither Carta nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.

Carta Community contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) and its Affiliates are not rendering accounting, business, financial, investment, legal, tax, legal, regulatory, or other professional advice or services. This website or its features are not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. The content on this website is not intended as a recommendation, offer or solicitation for the purchase or sale of any security and by providing this information, Carta is not advising you to take any particular action based on the information or opinions (if any) contained herein. Carta does not assume any liability for reliance on the information provided herein.

© COPYRIGHT 2025 ESHARES, INC. DBA CARTA, INC. ALL RIGHTS RESERVED. VARIOUS TRADEMARKS HELD BY THEIR RESPECTIVE OWNERS. ESHARES, INC. DBA CARTA, INC., 333 BUSH STREET, SUITE 2300, SAN FRANCISCO, CA 94104.

Proficient

CARTA PARTNER CERTIFICATION PROGRAM

Proficient Level

Curriculum

Contact Us

Community

Legal