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
Fund administration
General partners
Limited partners
Auditors & tax providers
Vauban
US Fund Admin office closures
Limited partners
How to Complete KYC as an LP
How to complete subscription documents
How to view and accept a fund commitment
How to complete a capital call
How to add wire instructions for limited partners
How to confirm your wire instructions (for LPs)
How to access fund investment documents in your personal portfolio
How to access fund-issued tax documents
How to manage account users and document permissions
How to update tax information for limited partners (LPs)
How to update your LP address by fund
How to update disregarded entity information
How to access a fundraising data room you've been invited to
Frequently asked questions for limited partners (LPs)
Frequently asked questions about taxes for LPs