Date

Feb 03 2023

The event is finished.

This program was initially designed for law firm associates who focus on helping their clients through their fundraising processes.

Considering that other partners and equity admins would benefit from the features Carta offers for fundraising — particularly our Deal Pro Forma and Deal Closings features — we created the Fundraise Certification.

The training consists of two one-hour sessions and you can sign up below:

Session 1/2
October 18
Watch the recording
Session 2/2
October 25
Watch the recording

How is the training program structured?

Session Content Length
Session 1/2
  • Reflecting a funding round
  • Modifying certificates
  • Transfers and Repurchases
  • SAFEs Financing
  • Running reports
 1 hour
Session 2/2
  • Deal pro forma
  • Deal closings
 1 hour

Assessment tests

In order to get certified, you must go through an assessment test. Once you participate in the two trainings sessions, you will be given a demo account link/credentials and a task list with the workflows that need to be reproduced in demo.

If you are approved, you can keep the demo account indefinitely so you can test workflows and play around with pro formas, reports, and more!

*After you have received the demo environment link, you will need to complete the assessment within 48 hours. Otherwise, the link will expire and you will need to request a new link to complete the assessment.

Schedule your assessment test here!

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.