Private company administration

FAQ

Common questions about Carta

26 articles

Managing settings - Company Admin

Set up your Carta account

24 articles

Onboarding

Documents required for onboarding

14 articles

Compliance

6 articles

Boardroom

Boardroom includes board member management, approvals, and meetings.

13 articles

Issuing

Issue warrants, convertibles, and equity

33 articles

Administrator exercising

Exercise option grants thru ACH or manually

13 articles

Share certificates

Manage share certificates

12 articles

Vesting schedules

How to create vesting schedules

10 articles

409A valuations

Perform 409A valuations

21 articles

ASC 718 & 505-50

Generate and manage ASC 718 & 505-50 reports

29 articles

Form 3921

Generate form 3921 and request your TCC

7 articles

Data room

4 articles

Financings

Financings, round of funding

6 articles

Tender Offers

5 articles

Public company administration

Administration

6 articles

Employee Stock Purchase Plans

27 articles

Portfolio

9 articles

Tax

4 articles

Trading

5 articles

Portfolio management

FAQ

Common portfolio questions

21 articles

Getting started

Set up your eShares portfolio

7 articles

Option holdings and exercising

Articles on how to manage your options

16 articles

Managing settings - Personal Portfolio

Adjust and manage your settings

8 articles

Investment firms

FAQ

Common Investor product questions

12 articles

Onboarding

14 articles

Valuations and KPI

ASC 820 and other valuation tools

3 articles

Getting started

Set up your eShares account

10 articles

Portfolio

Manage your investments in Carta

13 articles

Investor Access

11 articles

Reports

6 articles

Documents

Upload and manage your docs on eShares

9 articles

Limited partners

Get information about our LP products

16 articles

Mobile app

Learn more about eShares mobile app

1 article

Law firms

Onboarding a company

How to onboard companies

2 articles

Legal Administrator Guide

Everything Legal Admins need to know

2 articles

Exercise Workflow

Administrator Exercising

1 article