Additional resources | support.carta.com
Company admins
Getting started
Company account settings
Managing your company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Managing exercises and transactions
Taxes & compliance
Understanding tax compliance with Carta
Financial reporting
Reports
Subscriptions & add-ons
Subscriptions and add-ons on Carta
Issuing equity
Issuance prerequisites
Instructions by security type
Instructions for different security types
Equity administration
Equity administration resources
Additional resources
Additional resources for equity
Guide to drafting and issuing securities on Carta
Guide to drafting and issuing securities
Guide to managing securities on Carta
Customer journey guide: Issuing equity post-fundraising
Customer journey guide for post-fundraising
Additional resources
Where to find your company’s state and date of incorporation
What are the different types of post-termination exercise (PTE) periods?
Where do I find the official legend for shares in the stock purchase agreement?
Drafting securities: Glossary of supported fields
Glossary of supported fields for drafting securities
How to create a deferred share class in Carta as a UK company
Creating a deferred share class
How to model ASAs, SAFEs, and convertible notes as a UK company
Modeling ASAs, SAFEs, and convertible notes
How to set up Company Registers
Where do I find the vesting schedule and vesting start date for shares?
What is the difference between authorized, outstanding, and fully diluted shares?
Understanding share differences
What's the difference between canceled, forfeited, and expired equity award grants?
Understanding equity award grants
What does it mean to be a 10% shareholder?
Understanding 10% shareholder status
How to get started with QSBS Attestation in Carta
Getting started with QSBS Attestation