Login & user settings
Manage your Carta login, security settings, and personal profile information.
Company admins
Learn about issuing equity, managing stakeholders, 409A valuations, and more
Employee resources
Learn how to manage your personal portfolio, exercise your stock options, 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
Legal
Resources for law firm partners and legal documentation
Carta Launch
Resourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
LLCs
Resources for customers using Carta's LLC product
LP Portfolio Analytics
Analyze portfolio performance and make data-driven decisions at speed
Carta CRM
Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.
Carta CRM
How to track deal costs in Carta CRM
How to Add, Enrich, and Organize Companies in Carta CRM
How to create and use Themes in Carta CRM
Integrations: How to Connect Carta CRM to Your Other Tools
Investors Module: How to Add, Edit, and Manage Investors in Carta CRM
Contacts Module: How to Add, Edit, and Manage Contacts in Carta CRM
Deals Module: How to Track, Manage, and Organize Deal Flow in Carta CRM
Notes Module: How to Add, Manage, and Connect Notes in Carta CRM
Fundraising Module: How to Track, Manage, and Organize Your LP Pipeline in Carta CRM
Internal Agent: How to Use AI Inside Carta CRM