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.
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Issuing equity
Issuance prerequisites
How to use the Carta Issuance skill
Instructions by security type
Equity administration
Additional resources
Guide to drafting and issuing securities on Carta
Guide to managing securities on Carta
Customer journey guide: Issuing equity post-fundraising
Issuance prerequisites
Preparing to issue equity on Carta
How to fix missing AOI documents or share class versions
How to create an EMI plan
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 create a warrant block
How to manage convertible terms