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
LLCs
How to manage 83(b) elections in Carta LLC
How to modify interests in Carta LLC
How to manage vesting schedule templates in Carta LLC
How to print interests in Carta LLC
How to track invested capital in Carta LLC
How to create a new template agreement in Carta LLC
How to record distributions in Carta LLC
How to add estimated value in Carta LLC
How to reflect transfers in Carta LLC
How to reflect repurchases in Carta LLC
What email notifications does Carta LLC send?
How to create, issue, and share interests in Carta LLC
How to complete the setup guide for LLCs and non-US companies
How to increase and review authorized totals in Carta LLC
How to configure SSO for LLC accounts
How to add historical valuations in Carta LLC
How to build and export cap table reports in Carta LLC
Guide to Financial Reporting for Carta LLC
How to run a Waterfall report in Carta LLC
What's changed in LLC cap table views and reporting?
How to add custom vesting to existing interests in Carta LLC
What should I send investors when we join Carta LLC?
What should I send employees when we join Carta LLC?
Onboarding checklist for Carta LLC
How to cancel interests in Carta LLC
Frequently asked questions about 409As for LLCs
How to distribute K-1 tax forms in Carta LLC
How to upload and share documents in Carta LLC
How to modify interest types in Carta LLC
How to manage LLC company administrators
How to accelerate vesting in Carta LLC
How to create data rooms in Carta LLC
How to request a 409A valuation in Carta LLC
How to terminate interests in Carta LLC
How to recognize performance conditions in Carta LLC
How to share data rooms in Carta LLC
How to exercise interests in Carta LLC
How to manage LLC interest holders
How to retract interests in Carta LLC
How to add and edit entities in Carta LLC
What to send stakeholders when you join Carta LLC
How to create a new interest type in Carta LLC
How to issue phantom units in Carta LLC
How to calculate preferred returns in Carta LLC
How to view indirect (look-through) ownership across multi-entity LLCs