CARTA CLASSROOM

Your space to learn everything equity, venture capital, and ownership

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For founders

From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors

Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees

Get the information you need to unlock the power of your equity compensation.
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Additional collections

Taxes

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Liquidity

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Guide to liquidity

Fundraising

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Guide to startup fundraising

Compensation

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Guide to compensation
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Popular articles

Qualified small business stock (QSBS)

Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.

Alternative minimum tax (AMT)

Did you exercise incentive stock options (ISOs)? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return.

How stock options are taxed: A complete guide

Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.

Introducing Carta Plugins for Claude

Carta Plugins for Claude bring your fund data directly into AI. Query cap tables, fund metrics, and portfolio data in plain language without leaving Claude. Access live data securely, run scenarios, and get instant answers.

Qualified small business stock (QSBS)

Alternative minimum tax (AMT)

How stock options are taxed: A complete guide

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Video curriculums

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VIDEO COURSE

Venture Capital 101

Learn the fundamentals of starting a venture capital fund.
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VIDEO COURSE

Cap Table 101

Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
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VIDEO COURSE

Equity 101

Learn everything you need to understand and navigate the power of equity, one step at a time.
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VIDEO COURSE

Startup Fundraising 101

Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Carta Classroom | Curriculums | Venture Capital 101 thumbnail

Venture Capital 101

Learn the fundamentals of starting a venture capital fund.
Carta Classroom | Curriculums | Cap Table 101 thumbnail

Cap Table 101

Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Carta Classroom | Curriculums | Equity 101 thumbnail

Equity 101

Learn everything you need to understand and navigate the power of equity, one step at a time.
PE 101 for Employee Equity Guide
Help your employees understand their ownership incentive awards
Download the guide

Popular tools

Cap table template

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Option pool calculator

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2025 AMT calculator

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Burn rate calculator

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Latest articles

Understanding equity incentive plans for corporations and LLCs
Equity Management
April 2026
Understanding equity incentive plans for corporations and LLCs
Learn how to create and manage an equity incentive plan, including the different types of equity awards, key design decisions, and legal requirements.
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New tools for UK, European, and Australian equity management
Equity
April 2026
New tools for UK, European, and Australian equity management
Simplify filings and manage localized awards.
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Business tax deadlines 2026: Corporations and LLCs
Founder Education
March 2026
Business tax deadlines 2026: Corporations and LLCs
Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
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Founder Ownership Report 2026
Data & Research
March 2026
Founder Ownership Report 2026
How do startups divide their equity among co-founders and other key shareholders? This first-of-its-kind data report offers a comprehensive guide.
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Switching to Carta from AngelList or Pulley
Cap Table
March 2026
Switching to Carta from AngelList or Pulley
Carta’s cap table is the core of a flexible operating system for equity management. See why investors and law firms choose Carta to support growth.
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The hidden costs of choosing a cap table for short-term savings
Cap Table
March 2026
The hidden costs of choosing a cap table for short-term savings
Founders seeking a new cap table solution can avoid common pitfalls by choosing a provider based on strategy over urgency.
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Equity in business: A founder's perspective
Equity
December 2025
Equity in business: A founder's perspective
Learn the fundamentals of company equity, including the different types you will issue and how to manage ownership as you build your business.
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LLC distributions
Limited Liability Companies
December 2025
LLC distributions
Learn how LLC distributions work, including how to split profits, manage taxes for single-member and multi-member LLCs, and maintain clean records.
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Phantom equity
Equity Management
November 2025
Phantom equity
Learn how phantom equity plans incentivize and retain key employees without diluting ownership. This guide covers mechanics, tax implications, and crucial risks for private companies considering implementation.
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