Company administration


Boardroom includes board member management, approvals, and meetings.

2 articles


Common questions about Carta

28 articles

Managing settings - Company Admin

Set up your Carta account

24 articles


Documents required for onboarding

15 articles


Issue warrants, convertibles, and equity

32 articles

Administrator exercising

Exercise option grants thru ACH or manually

13 articles

Share certificates

Manage share certificates

13 articles

Vesting schedules

How to create vesting schedules

10 articles

409A valuations

Perform 409A valuations

20 articles

ASC 718 & 505-50

Generate and manage ASC 718 & 505-50 reports

23 articles

Form 3921

Generate form 3921 and request your TCC

7 articles

Board approvals

Manage board approvals

5 articles

Data room

4 articles


Financings, round of funding

7 articles

Tender Offers

6 articles

Portfolio management


Common portfolio questions

20 articles

Getting started

Set up your eShares portfolio

7 articles

Option holdings and exercising

Articles on how to manage your options

17 articles

Managing settings - Personal Portfolio

Adjust and manage your settings

7 articles

Investment firms


Common Investor product questions

7 articles


2 articles

Portfolio Valuations

ASC 820 and other valuation tools

13 articles

Getting started

Set up your eShares account

5 articles


1 article


Manage your investments in eShares

8 articles

Investor Access

4 articles


5 articles


Upload and manage your docs on eShares

9 articles

Limited partners

Get information about our LP products

14 articles

Mobile app

Learn more about eShares mobile app

1 article

Product updates

1 article

Law firms

Onboarding a company

How to onboard companies

2 articles

Legal Administrator Guide

Everything Legal Admins need to know

3 articles

Exercise Workflow

Administrator Exercising

1 article