Launch onboarding

Getting started with Carta Launch

Welcome to Carta! The following documents are designed to guide you through the onboarding process, answer any questions, and set you and your company up for success.

  • Launch onboarding - Meet your team

    Meet your team

    Get to know your dedicated account executive and teams who will support you at Carta.
  • Launch onboarding - Prepare to Launch

    Prepare to Launch

    Watch this walkthrough of your onboarding process in this short video.
  • Launch onboarding - Cap table checklist

    Cap table checklist

    Our step-by-step guide to creating your first cap table and issuing equity.
  • Launch onboarding - Fundraising checklist

    Fundraising checklist

    A comprehensive guide to the fundraising process, including round modeling and SAFE financings.
  • Launch onboarding - Compliance best practices

    Compliance checklist

    Learn how Carta helps you stay compliant with 83(b) elections and Corporate Transparency Act reporting.
  • Launch onboarding - Grow with Carta

    Grow with Carta

    As your company grows, your needs will change. Discover the support we offer at every stage of growth.
  • Launch onboarding - Equity and fundraising

    Learn the basics of equity and fundraising

    Check out our Fundraising and Equity 101 courses in Carta Classroom.
  • Launch onboarding - How does Carta use my data

    How does Carta use my data?

    Learn more about our privacy measures.