Carta Partner Certification

Free platform training | Pass the assessment tests | Get certified

 

The Partner Certification Program offers law firm users free training on Carta cap tables. Understand the tools and workflows to get things right — the first time.

Questions? Please reach out to certifications@carta.com

 

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Full certification

Master Carta's main features by progressing through a three-level course to become an Expert.

 

Fundraise

New
Partner Certification Badge
Curriculum (65 mins)
  • The law firm dashboard
  • Onboarding a new client
  • Company dashboard
  • Company settings
  • Templates
  • Managing share classes
  • Managing share certificates
  • Transactions
  • Managing stakeholders (1/3)
  • Terminations
  • 409A page
  • Running reports
Partner Certification Badge - Premier
Curriculum (48 mins)
  • Reported issues
  • Templates II
  • Vesting schedules (1/2)
  • Equity plans
  • Equity awards (1/2)
  • Option exercises
  • Managing warrants (1/2)
  • Managing convertibles (1/2)
  • Managing stakeholders (2/3)
  • Deal proforma
Partner Certification Badge - Expert
Curriculum (42 mins)
  • Cap table health
  • Compliance features
  • Managing stakeholders (3/3)
  • Vesting schedules (2/2)
  • Share class conversions
  • Equity awards (2/2)
  • Managing warrants (2/2)
  • Managing convertibles (2/2)
  • SAFE financings
  • Stock splits/repricings
Fundraise Certification Badge
Curriculum (68 mins)
  • Building a deal-ready Pro Forma
  • Deal closings overview
  • Setting up the deal
  • Prepare and send signature packets
  • Track signatures and funds
  • Issue certificates
  • Compile closing volumes

Schedule your assessments

Once you've completed the coursework, click the link below to initiate your assessment request.