Carta Finance Partner Proficient Certification | Carta Community | Carta Community

Basic navigation

Topics

• Carta basic navigation

Managing share classes and certificates

Topics

• Creating share classes
• Drafting and issuing certificates
• Modifying securities

Compliance

Topics

• Navigating the 409a page
• Managing 83(b) elections

Reports and pro formas

Topics

• Reports overview
• Building a deal-ready Pro Forma

Final assessment

Topics

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