Carta Expert Certification for Law Firms | Partner Program | Carta Community
Cap table health and compliance
Topics
Advanced stakeholder and vesting schedule actions
Topics
Advanced security actions
Topics
- Modifying post-termination exercise periods
- Securities: Cancellations and reverse cancellations
- Share class conversions
Advanced warrant and convertible note actions
Topics
- Warrants: Exercising
- Warrants: Transfers
- Convertible notes: Converting a note
- Convertible notes: Link existing certificates to convertible notes
- Convertible notes: Transfers
Non-self service functions
Topics
Deal Closings
Topics
- Email templates
- Setting up the deal
- Adding Investors
- Deal documents
- Sending a signature packet
- Tracking signatures, funds and uploading the AOI