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
Reports by name
How to download a cap table report
How to export the Disqualifying Dispositions Report
How to export the Equity Plan Report
How to export the Equity Pool Transaction Ledger Report
How to export the Exercised and Settled Report
How to export the Forfeiture report
How to export Carta’s IPO report bundle
How to download the Open Cap Table Excel Standard (OCX)
How to export the Rule 701 Analysis report
How to export the Tender Offer Seller Model Report