Carta Finance Partner Advanced Certification | Carta Community | Carta Community

Managing equity plans

• Creating equity plans
• Adding amendments

Equity awards

• Drafting and issuing option grants
• Drafting and issuing RSAs

Convertibles

• Creating convertible terms
• Drafting and issuing convertibles
• Converting convertibles
• Link existing certificates to convertibles
• Running a SAFE round

Financial reporting

• Intro
• The setup wizard — with a Carta 409A
• The setup wizard — non-Carta 409A

Final assessment

• Next steps — Final assessment required
• Submit for certification — Final assessment required