Carta Proficient Certification for Law Firms | Partner Program | Carta Community

Law firm dashboard

Topics

1. Law firm dashboard overview
2. Law firm Launch: Part 1
3. Law firm Launch: Part 2
4. Law firm Launch: Part 3
5. Law firm Launch: Part 4

Company dashboard

Topics

1. Basic Carta navigation
2. Settings: Company users
3. Settings: Board members
4. Settings: Signatories
5. Settings: Company contacts
6. Setting: Other key features

Basic templates and documents

Topics

1. Document sets
2. Legends
3. Standard vesting schedules
4. Company documents

Managing share classes and certificates

Topics

1. Creating share classes
2. Drafting and issuing certificates
3. Modifications

Transactions

Topics

1. Transfers
2. Repurchases

Managing stakeholders

Topics

1. Stakeholder ledger
2. Adding and editing stakeholders
3. Merging stakeholders
4. Terminations
5. Reverse terminations

Valuation dashboard and reporting

Topics

1. Navigating the valuation dashboard
2. Reports overview

Final assessment

Topics

1. Next steps — Final assessment required
2. Submit for certification — Final assessment required