Whether you’re a first-time founder or a seasoned operator, explore self-paced guides tailored to your role and goals. Start with what matters most to you—right now.
Learn the basics and start using Carta today.
Get your Carta account ready with the right users, roles, and settings to ensure a smooth start.
Maintain accuracy and control with tools to manage ownership, stakeholders, and transactions.
Issue equity by setting FMV, managing templates, and drafting compliant plans and securities.
Understand how to set, manage, and communicate compensation with your team.
Follow a curated path based on your role to save time and level up faster in Carta.
Matt
Learn how to fund your startup, generate your equity plan through Carta, and set securities templates for early hires and SAFEs.
Molly
Prioritizes financial accuracy and audit readiness; involved in ASC 718 reporting, reconciliation, tax settings and other reporting requirements.
John
Focus on modeling, building investor-ready data rooms, and creating a strong communication plan for outreach and diligence, ensuring you're prepared for every stage of the fundraising process.
Julia
Manages employee records, equity data, and stakeholder changes across the company. She supports end-to-end employee workflows — from onboarding to terminations — and ensures that Carta stays in sync with internal HR systems.
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