Equity administration | support.carta.com
Company admins
Manage your Carta login, security settings, and personal profile information.
Getting started
Getting started with company admins
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Issuing equity
Issuance prerequisites
Instructions by security type
Equity administration
Additional resources
Customer journey guide: Issuing equity post-fundraising
How to sign company securities
How to sign company securities
How to use Your Quarter on Carta to monitor equity activity
How to move available shares between equity plans using pour overs
How to record distributions in Carta
How to record distributions in Carta
How to update post-termination exercise periods on grants
How to reverse an option grant termination
How to perform a share class conversion
How to convert convertibles into certificates
Convertibles into certificates