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
General partners
First steps
Firm account settings
KYC as a Service
Carta Closings
SPV and Fund Formation
Banking & money movement
Fund financials
Investment management
Portfolio Insights
ASC 820
Managing LPs
Document sharing
Tax and audit
Data Warehouse
Investment management
Investment documents and reporting
Investment SOI information
Investment certificates and Carta cap tables
How to use Portfolio Events
How to use the Distribution Scenario Modeling tool
Investment documents and reporting
How to download the Interest Accrual report
How to access fund investment documents
How to upload and view company closing documents
How to upload company financials for portfolio companies
What documents are needed for investment support?
How to download the schedule of investments
How to export a report with all investment information