Learning Paths

Choose your path to mastering Carta

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.

← Back to Carta Learning

Founder & Operator Essentials

Learn the basics and start using Carta today.

Own Your Setup

Get your Carta account ready with the right users, roles, and settings to ensure a smooth start.

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Cap Table Management 101

Maintain accuracy and control with tools to manage ownership, stakeholders, and transactions.

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Issue Equity with Confidence

Issue equity by setting FMV, managing templates, and drafting compliant plans and securities.

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Learning Paths by Role

Follow a curated path based on your role to save time and level up faster in Carta.

Matt - Seed Founder

Series Seed Founder

Matt

Learn how to fund your startup, generate your equity plan through Carta, and set securities templates for early hires and SAFEs.

View Matt’s Path→
Molly - Finance Exec

Finance Executive, new to Carta

Molly

Prioritizes financial accuracy and audit readiness; involved in ASC 718 reporting, reconciliation, tax settings and other reporting requirements.

View Molly's Path→
John - Series A Founder

Raising a Series A

John

Focus on modeling, building investor-ready data rooms, and creating a strong communication plan for outreach and diligence.

View John’s Path→
Julia - Technical Co-founder

People Operations Lead

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.

View Julia's Path→