Carta Customer Ecosystem | Carta Community
CARTA CUSTOMER ECOSYSTEM
Your subscription goes further than you think.
Beyond the cap table, Carta customers have access to a full ecosystem of community, education, live expert sessions, and specialized services. This is what that looks like.
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NEW — BETA ACCESS
Carta Cap Table plugin: Your cap table, inside Claude.
Connect Claude AI directly to your live Carta data. Ask questions in plain English and get instant answers. No CSV exports. No app switching. Every connection is authenticated via your login credentials.
Available to select customers now, expanding through Q2. Request early access — email plugins@carta.com
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01 — WHAT'S INCLUDED
Four ways to get more from Carta.
Every customer has access to all of this. Most don't know it.
◎ Community
Connect with 6,000 founders, finance leads, and equity admins. Ask questions, share learnings, and learn from people who've solved the same problems you're facing.
◎ Education
18 courses covering equity fundamentals, fundraising mechanics, tax basics, and more. Built for founders, operators, and the advisors who support them. Self-paced, always available.
◎ Product Training
Carta Learning Labs run every two weeks. Ask an Expert sessions run quarterly. Live product walkthroughs, on-demand courses, and direct access to Carta's team.
◎ Specialized Services
When self-serve isn't enough, Carta's network of experts is available for 409A valuations, fund admin, legal work, and more. Built to fit inside your existing Carta workflow.
02 — GET STARTED
Everything you need to get oriented.
Courses, guides, and community resources to help you understand equity, fundraising, and how to get the most out of your Carta account — whether you're a founder, operator, or advisor.
Community Course
Getting Started with Carta
The fastest way to get up to speed on your Carta account. Learn platform essentials: your cap table, issuing equity, board approvals, and navigating the dashboard.
video course
Cap Table 101
How to build and manage a clean cap table from incorporation through exit. Covers common stock, options, SAFEs, pro-rata rights, and dilution at every stage.
video course
Startup Fundraising 101
A roadmap for raising a round efficiently. SAFEs, priced rounds, dilution math, investor dynamics, and how to close without losing momentum.
discussion
Ask the Community
1,300+ discussions already live. Search before you post -- chances are someone's navigated your exact situation. If not, 6,000 people are ready to weigh in.
resource
Carta Help Center
Step-by-step guides for every Carta workflow -- issuing equity, running a round, generating reports, managing a tender offer.
data and research
Carta Data Desk
Reports on private markets, pre-seed, startup compensation, and more -- built from real Carta platform data. Understand where the market is heading.
HELPFUL RESOURCES
Support articles.
Common questions answered, organized by topic. Click any section to expand.
01 —Getting Started
What is equity? — Equity 101 Stock Options Explained Getting Started with Carta Registering for a Carta Account
02 —Accepting & Managing Your Equity
How do I accept my security? How do I accept my option grant? Why can't I accept my security? How do I navigate my portfolio?
03 —Exercising Options
Exercising Basics for Employees How do I exercise my options? Flow of Exercise Funds
04 —Account & Login Help
Troubleshooting Login Issues How do I log in with a passkey? Request Account Recovery
Carta Classroom
More courses, articles, and free tools at carta.com/learn -- no account required.
03 — PRODUCT TRAINING
Learn the platform. Master the workflow.
Structured on-demand courses plus live sessions with Carta's team -- so you can learn at your own pace or get hands-on guidance in real time. All of it included with your subscription.
Every two weeks
Carta Learning Labs
Live product training sessions with Carta's customer and product team. Walk through workflows, see features in action, and get real answers to real questions -- not just documentation links.
- Open to all Carta customers
- Live demos and Q&A, recorded and posted after
- RSVP required -- register in the community
on-demand courses
Courses and Learning Paths
Educational resources aligned with key company milestones to match your learning style.
- Getting started with Carta
- Cap table management essentials
- Preparing to issue equity
- Governance, tax, and compliance
- Raising funds
Quarterly
Ask an Expert
Deeper-format sessions with subject matter experts from legal, tax, and equity teams. Each session focuses on a single topic with structured Q&A and time for follow-up.
- Topics from lawyers, equity admins, finance professionals, and more
- Submissions accepted in advance
- Recordings available in the community library
04 — SPECIALIZED SERVICES
When you need more than self-serve.
Carta's network of experts can step in across the full lifecycle of your company. All services integrate directly with your Carta account.
01
409A Valuations
Defensible, IRS-compliant 409A reports from Carta's in-house valuation team. Fast turnaround, deep platform integration, and expert review at every step.
02
QSBS Attestation
Qualified Small Business Stock can mean significant tax savings for founders and early employees -- but only with proper documentation.
03
Liquidity Solutions
Secondary transactions, tender offers, and structured liquidity programs. Carta's team manages the full process, from structuring to closing, on one platform.
04
Equity Advisory
Strategic guidance on equity plan design, employee communication, and option refresh. For companies scaling their equity programs and needing a thought partner.
05
Total Compensation
Salary benchmarking, equity modeling, and comp band management — built on real data from 10,000+ companies on Carta. Get your compensation strategy and cap table management in one place.
05 — BY THE NUMBERS
You're in good company.
The Carta customer ecosystem is active, growing, and built around the same problems you're navigating.
6,000+
Community members
1,300+
active discussions
2x
learning labs per month
18
on-demand courses