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
Exercises & transactions
Exercises
How to approve and manage option exercises
How to cancel securities
How to partially cancel an option grant
How to transfer securities
How to settle RSUs individually
How to reflect an option grant repricing
How to reflect a stock split
How to repurchase shares and select transaction reasons
How to select transaction types and reasons
Exercises
How to approve exercise requests on Carta
How to approve exercise requests through Carta and Deel's exercise flow
How to record a net (cashless) exercise
How to exercise warrants into certificates