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
Portfolio Insights
How to complete offboarding from Portfolio Insights
How to manage the Data collection hub
Frequently asked questions about Portfolio Insights onboarding
Portfolio Insights: Updating the value and gain/loss on investments
Frequently asked questions about one-pagers
What are the financial processing policies and procedures for Portfolio Insights?
How to update contact information for your portfolio companies
What to send your portfolio companies when you join Portfolio Insights
How do Carta companies and investors fulfill requests for information?
How do non-Carta companies and investors fulfill requests for information?
How to send data collection requests
How to model a financing round for a portfolio company
How to add non-Carta investments to your Investments dashboard
How to create a waterfall model for a portfolio company
How to manage RFI email notifications
How to download portfolio company contact information