Private company administration

FAQs - Private Companies

Common questions about Carta

38 articles

Onboarding - Private Companies

Documents required for onboarding

14 articles

Managing settings - Company Admin

Set up your Carta account

17 articles

Vesting schedules

How to create vesting schedules

13 articles

Issuing

Issue warrants, convertibles, and equity

33 articles

Share certificates

Manage share certificates

18 articles

Administrator exercising

Exercise option grants thru ACH or manually

12 articles

Stakeholder Ledger

12 articles

Stakeholder Communications

Features that help Carta companies keep their stakeholders up to date on Carta

1 article

Compliance

9 articles

409A valuations

Perform 409A valuations

21 articles

Scenario Modeling

2 articles

Boardroom

Boardroom includes board member management, approvals, and meetings.

19 articles

ASC 718 - Version 1 (Expense accounting)

Generate ASC 718 and ASC 505-50 Expense Reports

28 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

Tender Offers

6 articles

Financings

Financings, round of funding

3 articles

Contact Us

1 article

Public company administration

Administration

7 articles

Disclosures

1 article

Employee Stock Purchase Plans

27 articles

Portfolio - Public Companies

9 articles

Tax

5 articles

Exercising

3 articles

Financial reporting

2 articles

Trading

8 articles

Portfolio management

FAQs - Portfolio Management

Common portfolio questions

18 articles

Getting Started - Portfolio Management

Set up your Carta 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

10 articles

Investment firms

FAQs - Investment Firms

Common Investor product questions

15 articles

Getting Started - Investment Firms

Set up your eShares account

13 articles

Onboarding - Investment Firms

13 articles

Investor Access

12 articles

Limited partners

Get information about our LP products

16 articles

Portfolio - Investment Firms

Manage your investments in Carta

9 articles

Documents

Upload and manage your docs on Carta

10 articles

Reports

4 articles

Scenario Modeling and Data Collection

Scenario Modeling and Data Collection

5 articles

Law firms

Launch

Carta Launch Plan

9 articles

Legal Administrator Guide

Everything Legal Admins need to know

2 articles

Law firm trainings

1 article