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
Fundraising
Scenario modeling
How does the funding process work for SAFE Financing?
How to set up and manage company data rooms
How to use the SAFE Financings tool
How to use the SAFE and convertible note calculator
How to streamline your deal closing with Carta
How to use the Financing History page
How to use the Market Insights tool for fundraising and hiring
Scenario modeling
How to model your exit
How to model a priced round
How to use the SAFE modeling tool
How to build a pro forma model
How to build a deal-ready pro forma
How to make changes to existing pro forma models
How to add anti-dilution provisions to a pro forma model
How to manage secondaries in the pro forma tool
How to add a fixed percentage convertible (e.g., Techstars/YC) to a pro forma
Frequently asked questions about the deal pro forma tool