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.
Fund administration
General partners
Carta Loan Operations
How to set up Single Sign-On (SSO) for Fund Administration firms
Fund Forecasting
Limited partners
Auditors & tax providers
Vauban
US Fund Admin office closures
Fund Forecasting
Fund Forecasting support documents
How to use the Carta financials and Fund Forecasting integration
How to use Carta Fund Forecasting's Investments Integration
How to use the Carta financials and Fund Forecasting FA integration with Carta
How to activate your Carta Fund Forecasting account
Fund Forecasting support documents
Portfolio Construction - Limited Partners
API and Integrations - Investment Cashflows
Portfolio Management - Updating ownerships
Portfolio Management - Investment Reporting Metrics
Portfolio Management - Bulk Update Options
Portfolio Management - Performance Cases
Portfolio Management - Using Deal Tags
Portfolio Construction - Waterfall
Insights - Optimal Reserves Ranking
API and Integrations - Zapier Integration
Portfolio Construction - Creating a Fund of Funds Allocation
Portfolio Management - Using Custom Fields
Portfolio Construction - Liquidation at the end of fund's life
Portfolio Management - Best Practices on Performance Cases
API and Integrations - Adding Multiple Investments
Portfolio Management - SAFEs and Notes
Portfolio Construction - Construction Wizard
API and Integrations - Fund Configuration and Metadata
Advanced - Multi-Fund Views
Portfolio Management - Investment MOICs
Portfolio Management - Investments Table
Portfolio Construction - Exit Recycling
Account Administration - Login Credentials (NEED NEW URL)
Portfolio Management - Warrants
Portfolio Construction - Reserve sizing
Portfolio Construction - Setting exit multiples directly
Portfolio Management - Valuation Analysis
Technical - Recommendations
Portfolio Management - Multiple currencies
API and Integrations - API Overview
Portfolio Construction - Allocations
Portfolio Management - Custom Views
Portfolio Construction - Getting Started
Advanced - Disable Automatic Projection
Portfolio Construction - Fees & Expenses
Portfolio Construction - Downloading Charts
Advanced - Construction Methodology
Portfolio Management - KPI Request Form FAQs
Portfolio Construction - General
Portfolio Management - Liquidation preferences
Advanced - Capital Call Line of Credit
API and Integrations - Performance Metrics
Sharing and Administration - Publishing
Portfolio Management - FAQs
Portfolio Management - KPI Manager
Portfolio Construction - Construction vs
Technical - Technical Limitations
Portfolio Management - Document Center
Portfolio Construction - How are Tactyc metrics calculated-
Portfolio Construction - Sector Profiles
API and Integrations - Adding a Single Investment
API and Integrations - Update KPI Metrics
API and Integrations - Performance Summary
Portfolio Construction - No or very little recycled proceeds
General - Contact Us
Advanced - Scenario Builder
Insights - Performance across reporting dimensions
Portfolio Management - Managing Rounds
Advanced - Custom Formulas
Advanced - Fund of Funds
Sharing and Administration - Collaborators
Portfolio Management - Time Machine
Portfolio Management - Adding Investments
API and Integrations - KPI Metrics
General - What is Tactyc-
Portfolio Construction - Fractional investments
Portfolio Construction - Adjusting Pacing
Portfolio Construction - Enter number of investments directly
Advanced - Updating Model for Actuals
General - Training Videos
Technical - Technical Information
Insights - Optimizing Secondary Market Sales
Portfolio Construction - Backsolving to find an ideal portfolio
Portfolio Management - Cap Table Calculator