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
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Carta Launch
Issuing equity
Issuance prerequisites
Instructions by security type
Equity administration
Additional resources
Guide to drafting and issuing securities on Carta
Guide to managing securities on Carta
Additional resources
Where to find your company’s state and date of incorporation
What are the different types of post-termination exercise (PTE) periods?
Where do I find the official legend for shares in the stock purchase agreement?
Drafting securities: Glossary of supported fields
Where do I find the vesting schedule and vesting start date for shares?
What is the difference between authorized, outstanding, and fully diluted shares?
What's the difference between canceled, forfeited, and expired equity award grants?
What does it mean to be a 10% shareholder?
How Carta calculates cost basis values for certificates
Where do I find the accrued interest details on a convertible note?