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
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Carta Launch
Issuing equity
Issuance prerequisites
Instructions by security type
Equity administration
Additional resources
Guide to drafting and issuing securities on Carta
Guide to managing securities on Carta
Issuance prerequisites
Preparing to issue equity on Carta
How to manage share classes and authorized counts
How to manage your company's equity plans
How to manage vesting and performance conditions
How to manage securities templates
How to manage company documents
How to issue warrants through Carta
How to create a warrant block
How to create convertible terms