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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.

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

Start learning: Lesson 1: Law firm dashboard

On-demand training

To achieve your certification, watch the on-demand videos on each subject below. Take your time to learn and understand the processes in this curriculum. Once you feel confident in the concepts presented, you can schedule your Proficient level assessment test.

Schedule your assessment

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