Private company administration

FAQs - Private Companies

Common questions about Carta

31 articles

Managing settings - Company Admin

Set up your Carta account

23 articles

Onboarding - Private Companies

Documents required for onboarding

17 articles


7 articles


Boardroom includes board member management, approvals, and meetings.

17 articles


Issue warrants, convertibles, and equity

34 articles

Administrator exercising

Exercise option grants thru ACH or manually

11 articles

Share certificates

Manage share certificates

14 articles

Vesting schedules

How to create vesting schedules

13 articles

409A valuations

Perform 409A valuations

21 articles

ASC 718 - Version 1 (Expense accounting)

Generate ASC 718 and ASC 505-50 Expense Reports

29 articles

ASC 718 - Version 2 (Expense reporting)

Generate ASC 718 and ASC 505-50 Expense Reports

4 articles

Form 3921

Generate form 3921 and request your TCC

9 articles

Data room

4 articles


Financings, round of funding

7 articles

Tender Offers

6 articles

Public company administration


8 articles


1 article

Employee Stock Purchase Plans

27 articles

Portfolio - Public Companies

9 articles


4 articles

Financial reporting

2 articles


5 articles

Portfolio management

FAQs - Portfolio Management

Common portfolio questions

22 articles

Getting Started - Portfolio Management

Set up your Carta portfolio

7 articles

Option holdings and exercising

Articles on how to manage your options

18 articles

Managing settings - Personal Portfolio

Adjust and manage your settings

9 articles

Investment firms

FAQs - Investment Firms

Common Investor product questions

10 articles

Getting Started - Investment Firms

Set up your eShares account

9 articles

Onboarding - Investment Firms

13 articles

Investor Access

10 articles

Limited partners

Get information about our LP products

16 articles

Portfolio - Investment Firms

Manage your investments in Carta

11 articles


Upload and manage your docs on Carta

9 articles


6 articles

Portfolio Insights and Valuations

Portfolio Insights and Valuations

4 articles

Law firms

Legal Administrator Guide

Everything Legal Admins need to know

2 articles

Exercise Workflow

Administrator Exercising

1 article