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
Resourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
LP Portfolio Analytics
Analyze portfolio performance and make data-driven decisions at speed
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Getting started
Onboarding
Navigating your upgrade from Carta Europe to Carta
Customer journey guide: Carta company account basics
How to level up your knowledge with Carta Learning
Guide for company account admins
How to navigate your company account
How to use the Health Checks dashboard
What will I find under the different menu sections in my company Carta account?
How to test changes in Carta using sandbox
How do I fulfill a confirmation request from an auditor?
What does Carta's SEC transfer agent status entail?