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
LLCs
How to manage 83(b) elections
How to modify interests in Carta LLC
How to manage vesting schedule templates in Carta LLC
How to print interests
How to track invested capital
How to create a new template agreement
How to record distributions
How to add estimated value
How to reflect transfers in Carta LLC
How to reflect repurchases in Carta LLC
What email notifications does Carta LLC send?
How to create, issue, and share interests in Carta LLC
How to complete the setup guide for LLCs and non-US companies
How to increase and review authorized totals
How to configure SSO
How to add historical valuations
How to build and export cap table reports
Guide to Financial Reporting for Carta LLC
How to run a Waterfall report in Carta LLC
What's changed in cap table views and reporting?
How to add custom vesting to existing interests
What should I send investors when we join Carta?
What should I send employees when we join Carta?
Onboarding checklist for Carta LLC
How to cancel interests
Frequently asked questions about 409A
How to distribute K-1 tax forms
How to upload and share documents in Carta LLC
How to modify interest types
How to manage LLC company administrators
How to accelerate vesting in Carta LLC
How to create data rooms
How to request a 409A valuation in Carta LLC
How to terminate interests
How to recognize performance conditions
How to share data rooms
How to exercise interests
How to manage LLC interest holders
How to retract interests
How to add and edit entities in Carta LLC
What to send stakeholders when you join Carta LLC