# 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. [Join the Community](https://carta-community.circle.so/join?invitation_token=972300c3e0bca0e8f15a38e3d5a189bb7a13a87d-2853e9f0-e880-43b0-91a3-841d27125cf0) [Browse Courses](https://community.carta.com/courses) ## 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](mailto:plugins@carta.com) _By reaching out, you agree to the terms of Carta's Privacy Policy._ ### 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. [join the community](https://carta-community.circle.so/join?invitation_token=972300c3e0bca0e8f15a38e3d5a189bb7a13a87d-2853e9f0-e880-43b0-91a3-841d27125cf0) ##### **◎ 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. [browse courses](https://community.carta.com/courses) ##### ◎ 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. [view upcoming events](https://community.carta.com/events) ##### ◎ 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. [explore services](https://community.carta.com/customer-ecosystem#services) ### 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. [Start course](https://community.carta.com/c/getting-started-with-carta) #### 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. [Watch course](/content/learn/cap-table-101/index.html) #### 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. [Watch course](/content/learn/startup-fundraising-101/index.html) #### 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. [Browse discussions](https://community.carta.com/c/ask-and-share/) #### resource ##### Carta Help Center Step-by-step guides for every Carta workflow -- issuing equity, running a round, generating reports, managing a tender offer. [Visit help center](https://support.carta.com/kb/en/) #### 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. [browse all reports](/content/data/index.html) ## HELPFUL RESOURCES ### Support articles. Common questions answered, organized by topic. Click any section to expand. 01 —Getting Started [What is equity? — Equity 101](/content/equity/learn/index.html) [Stock Options Explained](/content/learn/equity/stock-options/index.html) [Getting Started with Carta](https://support.carta.com/kb/guide/en/getting-started-with-carta-KTTkbqUDLX/Steps/3753346) [Registering for a Carta Account](https://support.carta.com/kb/guide/en/how-to-register-for-a-carta-account-UEOMNBUYj0/Steps/3724517) 02 —Accepting & Managing Your Equity [How do I accept my security?](https://support.carta.com/kb/guide/en/how-to-accept-your-electronic-security-Q3YbLk8oCP/Steps/3706243) [How do I accept my option grant?](https://support.carta.com/kb/guide/en/how-to-accept-your-option-grant-zdoCgeGjw3/Steps/3711546) [Why can't I accept my security?](https://support.carta.com/kb/guide/en/why-cant-i-accept-my-security-75PdpvxnDM/Steps/3706307) [How do I navigate my portfolio?](https://support.carta.com/kb/guide/en/how-to-navigate-your-carta-portfolio-whXWYxrCaM/Steps/3724605) 03 —Exercising Options [Exercising Basics for Employees](https://support.carta.com/kb/guide/en/exercising-basics-for-employees-EsOUSEbzc7/Steps/3763919) [How do I exercise my options?](https://support.carta.com/kb/guide/en/how-to-exercise-your-options-on-carta-wTFnzZVVFs/Steps/3763569) [Flow of Exercise Funds](https://support.carta.com/kb/guide/en/how-does-the-fund-transfer-process-work-when-i-exercise-my-options-6pfwMMy3WT/Steps/3714197) 04 —Account & Login Help [Troubleshooting Login Issues](https://support.carta.com/kb/guide/en/how-to-troubleshoot-issues-logging-into-carta-0tyLW4pmn3/Steps/3724933) [How do I log in with a passkey?](https://support.carta.com/kb/guide/en/how-to-log-in-using-a-passkey-vrdVhWJdr5/Steps/3898803) [Request Account Recovery](https://support.carta.com/kb/guide/en/how-to-recover-access-to-your-carta-account-Q9HQbHc0CW/Steps/3724922) ## Carta Classroom More courses, articles, and free tools at carta.com/learn -- no account required. [Explore Carta Classroom →](/content/learn/index.html) ### 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 [View upcoming sessions →](https://community.carta.com/c/live-events/) #### 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 [Explore courses →](https://community.carta.com/courses) #### 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 [View upcoming sessions →](https://community.carta.com/events) ### 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. [learn more](https://support.carta.com/kb/guide/en/how-to-request-a-409a-valuation-hMxyj7SPDI/Steps/3724495) #### 02 ##### QSBS Attestation Qualified Small Business Stock can mean significant tax savings for founders and early employees -- but only with proper documentation. [Learn more](https://support.carta.com/kb/guide/en/how-to-get-started-with-qsbs-attestation-in-carta-yM07Osfjy2/Steps/4199766) #### 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. [Contact the team](mailto:liquidity@carta.com) #### 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. [Leran more](https://support.carta.com/kb/guide/en/how-to-use-the-equity-advisory-employer-dashboard-TZeMmfWpLE/Steps/3790304) #### 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. [Leran more](/content/equity-management/compensation/index.html) ### 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