Login & user settings
Manage your Carta login, security settings, and personal profile information.
Employee resources
Learn how to manage your personal portfolio, exercise your stock options, and more.
Company admins
Learn about issuing equity, managing stakeholders, 409A valuations, and more
Fund administration
Learn how to track, transact, and manage your fund on Carta.
Total Compensation
Learn how to forecast, hire, and retain talent with Total Compensation
LLCs
Resources for customers using Carta's LLC product
Legal
Resources for law firm partners and legal documentation
Carta Launch
Recourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
409A valuations
How to request a 409A valuation
Frequently asked questions about requesting a 409A valuation
How to view and accept your 409A report
Frequently asked questions about reviewing your 409A valuation
How to benefit from QSBS tax exemptions
How to add a non-Carta FMV
How to view your 409A valuation status
How to share 409A valuation data with stakeholders
What is the Discount for Lack of Marketability (DLOM)?
Frequently asked questions about benchmarking valuations
Frequently asked questions about valuation methodologies
Frequently asked questions about the Black-Scholes OPM
Frequently asked questions about business valuations
How to add a material event through the valuations dashboard
Why is FMV required?
Aside from 409A, what other valuation services does Carta provide?
Why should I allow Carta Valuations edit access to my company’s rights & preferences?
How to complete the cost-to-recreate worksheet