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
Fund administration
General partners
Limited partners
Auditors & tax providers
Vauban
US Fund Admin office closures
General partners
Getting started
Using the Carta fund admin platform
How to Activate Your Tactyc by Carta Account
Banking & money movement
Fund financials
Managing LPs
Information sharing and contact updates for LPs
Document sharing
Sharing documents with your limited partners
Carta Closings
Investment management
ASC 820
Portfolio Insights
Tax and audit
Firm account settings
How to Work with Carta to File Form 1099
How to use Carta KYC Services
How to file BOI reports under the Corporate Transparency Act
Where can I view a sample KYC/AML report?
How do SPV management fees work?
How to review and approve management fees
How to use the cash reserves modeling tool
How does the Freedom of Information Act apply to investment firms?
Can I use cashless contribution for my GP commitment?
How does carry work for SPVs?
How to manage capital call lines of credit (CCLs)
Where can I access a fund formations term sheet template?
How to transfer fund commitments in the LP portal
ASC 820
How to request an ASC 820 valuation
How to use pro forma cap tables for ASC 820 valuations
ASC 820 valuations: How-to videos
ASC 820 valuations: Allocation methodologies
ASC 820 valuations: Methodologies
ASC 820 valuations: Frequently asked questions
How does a secondary transaction affect an 820 valuation?
How to download ASC 820 valuations