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
Managing stakeholders
Managing your board
How to complete an audit confirmation request
How to manage stakeholder cap table access
How to manage stakeholders on Carta
How to use the Manage Employees page
How to manage investor relations on Carta
How to send communications through Carta
How to resolve reported issues
How to review issues stakeholders report through Carta
How to terminate stakeholders in Carta
How to correct a stakeholder's termination date
Why does Carta need stakeholder email addresses?
How to repurchase restricted stock awards (RSAs)
How to terminate holders of profits interests (PIUs)
How to send email reminders to users to sign securities
Managing your board
How to create and manage board consents, templates, and documents
How to create a board meeting