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
Equity administration
How to sign company securities
How to update post-termination exercise periods on grants
How to reverse an option grant termination
How to perform a share class conversion
How to convert convertibles into certificates
How to select a day count basis for interest accrual on convertible notes
How to remind a signatory or holder to sign a security