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
Resourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
LP Portfolio Analytics
Analyze portfolio performance and make data-driven decisions at speed
LP Portfolio Analytics
Filters and metrics
Reference data
Validating documents
Managing documents
Analytics
Monitoring data
Document acquisition
Exporting data
My organization
Integration
Validating documents
Adding metrics from PDF
Choosing validation filters
Efficiency tools
Fund and document notes
Committing metrics to the database
Dismissed metric candidates
Editing in bulk
Grouping and filtering
PDF highlighting
Validating metrics
Performance reports
Multi-fund and Fund-of-Funds
Quick calculator for metrics
Approval workflow
Validating entities and network
Private debt asset class
Overview
Cashflow notices