







How to add an entity to your Carta LLC account
On the company’s Summary page, click Add entity +.

Provide the entity’s Name and click Create.

The new entity will immediately show on the list. Click View to add and edit cap table information.

How to edit an entity
From the company Summary page, navigate to Settings.

Navigate to the Entities tab.

Click Edit to the right of the entity’s row.

Modify the applicable information and click Save.