Carta Premier Law Firm Certification | Top-Tier Partner Status | Carta Community

Advanced templates and vesting schedules

• Performance conditions
• Acceleration terms
• Custom time-based vesting schedule templates
• Milestone-based vesting schedule templates
• One-time vesting schedules

Equity plans and advanced stakeholder management

• Creating an equity plan
• Amending an equity plan
• Cap table access
• Stakeholder reported issues
• Stakeholder updates

Equity awards and option exercises

• Drafting and issuing option grants
• Drafting and issuing RSAs
• ACH exercises
• Offline manual exercises

Warrants and convertible notes

• Warrants: Creating a warrant block
• Warrants: Drafting and issuing
• Convertible notes: Creating convertible terms
• Convertible notes: Drafting and issuing convertible notes

Fundraising

• SAFE Financings
• Building a deal-ready pro forma
• Deal Closings

Final assessment

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