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
Exercises & transactions
Exercises
How to cancel securities
How to partially cancel an option grant
How to transfer securities
How to settle RSUs
How to reflect an option grant repricing
How to reflect a stock split
How to repurchase shares and select transaction reasons
Exercises
How to approve exercise requests on Carta
Exercising Basics for Company Administrators
How to approve and manage option exercises
How to record a net (cashless) exercise
How to exercise warrants into certificates