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
Managing LPs
How to request and track LP wire confirmations
How to manage and organize LPs in the LP dashboard
How to use the LP wire dashboard
How to view and track LP contact changes
How to use the information sharing page
How to navigate the LP portal
How to manage primary and secondary contacts
How to understand and manage investor permissions
How to add secondary contacts
Which LP email address does Carta send notifications to?
What are benefit plan investors?
How does the Freedom of Information Act apply to investment firms?
How to transfer fund commitments in the LP portal