Login & user settings
Manage your Carta login, security settings, and personal profile information.
Company admins
Learn about issuing equity, managing stakeholders, 409A valuations, and more
Employee resources
Learn how to manage your personal portfolio, exercise your stock options, 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
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
LLCs
Resources for customers using Carta's LLC product
LP Portfolio Analytics
Analyze portfolio performance and make data-driven decisions at speed
Carta CRM
Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.
Fund administration
General partners
Carta Loan Operations
How to set up Single Sign-On (SSO) for Fund Administration firms
Fund Forecasting
Limited partners
Auditors & tax providers
Vauban
US Fund Admin office closures
Carta Loan Operations
How to log into Carta Loan Operations
How to navigate a loan record
How to manage users and roles
How to add a loan
How to manage your payment schedule
How to add an advance
How to manage interest rates and fees
How to manage co-lenders
How to record a loan amendment
How to manage documents and tasks