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
Carta Launch
Recourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
Terms & agreements
Scopes of service
How to access Carta's SOC reports & bridge letter
Where can I find Carta's W-9 document?
E-signatures on Carta
Electronic Signature Consent
eSign Disclosure for Form W9/W-8BEN
Regulatory & Legal Disclosures
KYC/AML Implementation Checklist
Carta Electronic Communication Disclosures
Data Room Non-Disclosure Agreement (NDA)
Prohibited and Restricted Activities
Scopes of service
Scope of Services: Carta Europe and Offshore Fund Administration
Scope of Services: Carta APAC FATCA and CRS Reporting
Scope of Services: Carta SPV Tax Preparation
Scope of Services: Carta GP Entity Tax Preparation
Scope of Services: Carta Fund Tax Preparation
Scope of Services: Carta Management Company Tax Preparation
Scope of Services: SPV Administration
Scope of Services: Carta Fund Administration (for Unaudited Funds)
Scope of Services: Carta Fund Administration (for Audited Funds)
Scope of Services: Carta Corporate Secretarial (Singapore - Limited Partnership with General Partner Entity)
Scope of Services: SPV Formation and Administration
Scope of Services: Institutional SPV Formation and Administration
Scope of Services: Investor KYC Due Diligence (U.S.)
Scope of Services: US Due Diligence (Sanctions Only)
Scope of Services: Carta Management Company Administration
Scope of Services: Carta Luxembourg GP Entity Administration
Scope of Services: Carta Corporate Secretarial (Luxembourg - Unhosted)
Scope of Services: Carta Fund Formation (Luxembourg)
Scope of Services: Due Diligence (US Portfolio Companies)
Scope of Services: Carta Europe Cayman Fund Formation
Scope of Services: Carta Luxembourg Fund Formation (Hosted)
Scope of Services: Carta Corporate Secretarial (Luxembourg-Hosted)
Scope of Services: Carta Fund Tax Preparation (Luxembourg)
Scope of Services: Carta Europe Customer Due Diligence
Scope of Services: Carta UK Europe Target Due Diligence
Scope of Services: Carta Europe Investor Due Diligence
Scope of Services: Carta Corporate Secretarial (UK)
Scope of Services: Carta Fund Tax Preparation (UK)
Scope of Services: Carta UK Fund Formation
Scope of Services: Carta Europe GP Entity Administration
Scope of Services: Carta European CIV Entity Administration
Scope of Services: Standard ASC 820 Valuations
Scope of Services: Portfolio Valuations - Full-Service
Scope of Services: Syndicate SPV
Scope of Services: Carta Fund Formation
Scope of Services: Cap Table Vehicle (CTV)
Scope of Services: Schedule of Investments (SOI) Maintenance
Scope of Services: Implementation for Fund and SPV Administration (Existing)
Scope of Services: Implementation for Fund and SPV Administration (Raising)
Scope of Services: Safekeeping
Scope of Services: Due Diligence (BVI Funds)
Scope of Services: Carta Registrar and Transfer Agent (Cayman Islands)
Scope of Services: US Due Diligence (Cayman Based Funds)
Scope of Services: GP Entity Administration
Scopes of Service: Carta VC Implementation
Scope of Services: Portfolio Insights (Full Service)
Scope of Services: Portfolio Insights
Scope of Services: Carta Fund Administration (APAC)
Standard Scope of Services: SPVs (APAC)
Scope of Services: Management Company (APAC)
Scope of Services: Portfolio Valuations - Software
Scope of Services: Fund Administration (Implementation)
Scope of Services: Portfolio Insights (Self-Service)
Scope of Services: Dissolution
Scope of Services: Carta Asia SPVs
Scope of Services: Carta Corporate Secretarial (VCC)
Scope of Services: Carta Corporate Secretarial (Singapore - Private Limited Companies)
Scope of Services: APAC Due Diligence (Non-US Funds)
Scope of Services: Carta U.S. Tax Preparation for Non-U.S. Funds
Scope of Services: IFRS 13 Valuations for Funds (Carta APAC)
Scope of Services: Co-Investment GP/LP SPV Formation
Scope of Services: Co-Investment GP/LP SPV Administration
Scope of Services: Carta Co-Investment SPV Tax Preparation (UK)
Scope of Services: FATCA,CRS and AEOI Reporting (EU)
Scope of Services: Fund Forecasting
Scope of Services: Premium Institutional SPV Formation and Administration
Scope of Services: GP Carry Tracking
Scope of Services: Fund Forecasting - Portfolio Company Data Collection
Scope of Services: US Due Diligence (US OFAC Sanctions Only)
APAC Due Diligence Scope of Services: Singapore-based Funds
APAC Due Diligence Scope of Services: British Virgin Islands-based Funds
Scope of Services: FATCA and CRS Reporting (UAE*)
Scope of Services: Carta Management Company Administration (UAE)
Scope of Services: Carta Fund Administration (UAE*)
Standard Scope of Services: SPVs (UAE*)
Scope of Services: Carta Management Company Administration (Europe)
Scope of Services: SPV Distributions
Scope of Services: Due Diligence (UAE*)
Scope of Services: BVI SPV Administration
Due Diligence Scope of Services: Know-Your-Transaction (“KYT”)
Scope of Services: Co-Invest LLP SPV Formation
Scope of Services: Co-Invest Bare Trust SPV Formation
Scope of Services: Co-Invest LLP SPV Administration
Scope of Services: Co-Invest Bare Trust SPV Administration
Scope of Services: Loan Operations - Full-Service
Scope of Services: Loan Operations - Software Platform