Carta How-to Videos | Step-by-Step Tutorials | Carta Community | Carta Community

Setting user permissions

Modifying securities

Contacting the issuing company

Accepting your first security on Carta

Getting started with Carta

Switching between Carta accounts

Subscription Details

Instantly connect your company's ACH

Manually connecting your company's ACH

Using the Equity Plan Report's Rollforward tab

Merging duplicate stakeholders

How do I exercise my options?

Transferring securities

Adding or updating documents attached to securities

Issuing equity awards through the stakeholder ledger

How do I request cap table access?

Modeling a priced round

Modeling your SAFEs

Managing stakeholder properties

Why can't I accept my security?

Building a deal-ready pro forma

Reviewing reported issues

How do I change my signature?

Downloading reports after exporting in Carta

Navigating your personal portfolio

Total Compensation: Setting up your account

Integrating HRIS

Adding account users and setting permissions

Adding an outside firm to your account

Exporting company reports

How do I accept my first RSUs or stock options?

Downloading the stakeholder contact spreadsheet

Modeling your exit

Converting one or more share certificates to a new share ...

Partially canceling an option grant

Converting an entire share class