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.
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Issuing equity
Issuance prerequisites
How to use the Carta Issuance skill
Instructions by security type
Equity administration
Additional resources
Guide to drafting and issuing securities on Carta
Guide to managing securities on Carta
Customer journey guide: Issuing equity post-fundraising
Equity administration
How to sign company securities
How to use Your Quarter on Carta to monitor equity activity
How to move available shares between equity plans using pour overs
How to record distributions in Carta
How to manage HMRC files
How to create and manage custom fields for 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