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
Carta Launch
Recourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Financial reporting
Frequently asked questions about Financial Reporting
How to set up a US GAAP or IFRS scenario
How to run reports in the Financial Reporting tool
How to understand modification accounting in Financial Reporting
How to manage fair value assumptions
What is fair value?
Summary of ASU 2018-07
What is Carta’s Financial Reporting Value (FRV)?
How to link your financials to fulfill an investor request
How to use the Minimum Disclosures Report
How to use the Dilution Report
How to expense equity awards with performance conditions in Financial Reporting
How to automatically expense awards with event-based performance conditions
How to separate expense into ISO vs NSO in the Financial Reporting tool
How to use pre and post stock split numbers in Financial Reporting
How to review Deferred Tax Assets
How to customize Financial Reporting assumptions in Carta
How to fix report errors in the Financial Reporting tool