Exercises & transactions | support.carta.com

Company admins

Getting started

Learn about issuing equity, managing stakeholders, 409A valuations, and more.

Company account settings

Manage your company account settings.

409A valuations

Learn about 409A valuations.

Fundraising

Learn about fundraising through Carta.

Managing stakeholders

Manage your stakeholders effectively.

Issuing equity

Learn how to issue equity.

Exercises & transactions

Learn about exercises and transactions.

Taxes & compliance

Understand taxes and compliance.

Financial reporting

Learn how to generate financial reports.

Reports

View various reports related to your company.

Subscriptions & add-ons

Manage subscriptions and add-ons for your Carta account.

Exercises & transactions

Exercises

Learn about exercises related to your equity.

Securities management

How to cancel securities

How to partially cancel an option grant

How to transfer securities

How to settle RSUs

How to reflect an option grant repricing

How to reflect a stock split

How to repurchase shares and select transaction reasons