Manage your Carta login, security settings, and personal profile information.

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

Learn how to manage your personal portfolio, exercise your stock options, and more.

Learn how to track, transact, and manage your fund on Carta.

Learn how to forecast, hire, and retain talent with Total Compensation

Resources for law firm partners and legal documentation

Resources for Carta Launch users to learn about issuing equity, managing stakeholders, and more

Resources for customers using Carta's LLC product

Analyze portfolio performance and make data-driven decisions at speed

Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.

## Fund administration

How to set up Single Sign-On (SSO) for Fund Administration firms

## Fund Forecasting

Fund Forecasting support documents

How to use the Carta financials and Fund Forecasting integration

How to use Carta Fund Forecasting's Investments Integration

How to use the Carta financials and Fund Forecasting FA integration with Carta

How to activate your Carta Fund Forecasting account

## Fund Forecasting support documents

[Portfolio Construction - Limited Partners](https://support.carta.com/kb/guide/en/portfolio-construction-limited-partners-NFgjB6GXVs/Steps/4213383)  
[API and Integrations - Investment Cashflows](https://support.carta.com/kb/guide/en/api-and-integrations-investment-cashflows-vZUYLZsjC6/Steps/4213384)  
[Portfolio Management - Updating ownerships](https://support.carta.com/kb/guide/en/portfolio-management-updating-ownerships-CtQkq6935k/Steps/4213385)  
[Portfolio Management - Investment Reporting Metrics](https://support.carta.com/kb/guide/en/portfolio-management-investment-reporting-metrics-5DkYsurS7J/Steps/4213386)  
[Portfolio Management - Bulk Update Options](https://support.carta.com/kb/guide/en/portfolio-management-bulk-update-options-HiDk3YAxUo/Steps/4213387)  
[Portfolio Management - Performance Cases](https://support.carta.com/kb/guide/en/portfolio-management-performance-cases-pruXD78PY3/Steps/4213388)  
[Portfolio Management - Using Deal Tags](https://support.carta.com/kb/guide/en/portfolio-management-using-deal-tags-HKcHQBuN7E/Steps/4213389)  
[Portfolio Construction - Waterfall](https://support.carta.com/kb/guide/en/portfolio-construction-waterfall-jhBeHU857C/Steps/4213390)  
[Insights - Optimal Reserves Ranking](https://support.carta.com/kb/guide/en/insights-optimal-reserves-ranking-ATrWfgRH2I/Steps/4213391)  
[API and Integrations - Zapier Integration](https://support.carta.com/kb/guide/en/api-and-integrations-zapier-integration-hRum9GVk9R/Steps/4213392)  
[Portfolio Construction - Creating a Fund of Funds Allocation](https://support.carta.com/kb/guide/en/portfolio-construction-creating-a-fund-of-funds-allocation-TeIqEuN1h6/Steps/4213393)  
[Portfolio Management - Using Custom Fields](https://support.carta.com/kb/guide/en/portfolio-management-using-custom-fields-2dqts0MnUD/Steps/4213394)  
[Portfolio Construction - Liquidation at the end of fund's life](https://support.carta.com/kb/guide/en/portfolio-construction-liquidation-at-the-end-of-funds-life-c33bpwkWPe/Steps/4213395)  
[Portfolio Management - Best Practices on Performance Cases](https://support.carta.com/kb/guide/en/portfolio-management-best-practices-on-performance-cases-LMhjBV3emC/Steps/4213396)  
[API and Integrations - Adding Multiple Investments](https://support.carta.com/kb/guide/en/api-and-integrations-adding-multiple-investments-dQbMCLLtbl/Steps/4213397)  
[Portfolio Management - SAFEs and Notes](https://support.carta.com/kb/guide/en/portfolio-management-safes-and-notes-8Ek0gswYB1/Steps/4213398)  
[Portfolio Construction - Construction Wizard](https://support.carta.com/kb/guide/en/portfolio-construction-construction-wizard-tJgZSMGW3r/Steps/4213399)  
[API and Integrations - Fund Configuration and Metadata](https://support.carta.com/kb/guide/en/api-and-integrations-fund-configuration-and-metadata-LlZDbNat4n/Steps/4213400)  
[Advanced - Multi-Fund Views](https://support.carta.com/kb/guide/en/advanced-multi-fund-views-RJu7EGdivt/Steps/4213401)  
[Portfolio Management - Investment MOICs](https://support.carta.com/kb/guide/en/portfolio-management-investment-moics-64hHF4Jeza/Steps/4213402)  
[Portfolio Management - Investments Table](https://support.carta.com/kb/guide/en/portfolio-management-investments-table-gtxD7hR0UN/Steps/4213403)  
[Portfolio Construction - Exit Recycling](https://support.carta.com/kb/guide/en/portfolio-construction-exit-recycling-4DzfHQFNrN/Steps/4213404)  
[Account Administration - Login Credentials (NEED NEW URL)](https://support.carta.com/kb/guide/en/account-administration-login-credentials-need-new-url-jkHd2FkNpc/Steps/4213405)  
[Portfolio Management - Warrants](https://support.carta.com/kb/guide/en/portfolio-management-warrants-m3NtszeKPn/Steps/4213406)  
[Portfolio Construction - Reserve sizing](https://support.carta.com/kb/guide/en/portfolio-construction-reserve-sizing-qyEQyL0shq/Steps/4213407)  
[Portfolio Construction - Setting exit multiples directly](https://support.carta.com/kb/guide/en/portfolio-construction-setting-exit-multiples-directly-GPwFQShb6M/Steps/4213408)  
[Portfolio Management - Valuation Analysis](https://support.carta.com/kb/guide/en/portfolio-management-valuation-analysis-kHn6wHVmIC/Steps/4213409)  
[Technical - Recommendations](https://support.carta.com/kb/guide/en/technical-recommendations-1GfyDXAF5I/Steps/4213410)  
[Portfolio Management - Multiple currencies](https://support.carta.com/kb/guide/en/portfolio-management-multiple-currencies-bUCCkWkbwW/Steps/4213411)  
[API and Integrations - API Overview](https://support.carta.com/kb/guide/en/api-and-integrations-api-overview-TEpY1y49eb/Steps/4213412)  
[Portfolio Construction - Allocations](https://support.carta.com/kb/guide/en/portfolio-construction-allocations-zUcVV9XXCq/Steps/4213413)  
[Portfolio Management - Custom Views](https://support.carta.com/kb/guide/en/portfolio-management-custom-views-EGSA0LWVuS/Steps/4213415)  
[Portfolio Construction - Getting Started](https://support.carta.com/kb/guide/en/portfolio-construction-getting-started-qCMLkFOCXy/Steps/4213414)  
[Advanced - Disable Automatic Projection](https://support.carta.com/kb/guide/en/advanced-disable-automatic-projection-53SUZdLG3Y/Steps/4213416)  
[Portfolio Construction - Fees & Expenses](https://support.carta.com/kb/guide/en/portfolio-construction-fees-expenses-z16waLoaSB/Steps/4213417)  
[Portfolio Construction - Downloading Charts](https://support.carta.com/kb/guide/en/portfolio-construction-downloading-charts-dz68pJZ34n/Steps/4213418)  
[Advanced - Construction Methodology](https://support.carta.com/kb/guide/en/advanced-construction-methodology-xD9w0H32dm/Steps/4213419)  
[Portfolio Management - KPI Request Form FAQs](https://support.carta.com/kb/guide/en/portfolio-management-kpi-request-form-faqs-XygUQqoTnp/Steps/4213420)  
[Portfolio Construction - General](https://support.carta.com/kb/guide/en/portfolio-construction-general-tOsHkbGquN/Steps/4213421)  
[Portfolio Management - Liquidation preferences](https://support.carta.com/kb/guide/en/portfolio-management-liquidation-preferences-MMuhWJuNWf/Steps/4213422)  
[Advanced - Capital Call Line of Credit](https://support.carta.com/kb/guide/en/advanced-capital-call-line-of-credit-qGAdaQU8Yg/Steps/4213423)  
[API and Integrations - Performance Metrics](https://support.carta.com/kb/guide/en/api-and-integrations-performance-metrics-YSFysp7cbd/Steps/4213424)  
[Sharing and Administration - Publishing](https://support.carta.com/kb/guide/en/sharing-and-administration-publishing-oU0ztW32Ln/Steps/4213425)  
[Portfolio Management - FAQs](https://support.carta.com/kb/guide/en/portfolio-management-faqs-rQy5w9NEtQ/Steps/4213426)  
[Portfolio Management - KPI Manager](https://support.carta.com/kb/guide/en/portfolio-management-kpi-manager-tUkUx40xby/Steps/4213428)  
[Portfolio Construction - Construction vs](https://support.carta.com/kb/guide/en/portfolio-construction-construction-vs-aEQaVHfsO9/Steps/4213429)  
[Technical - Technical Limitations](https://support.carta.com/kb/guide/en/technical-technical-limitations-UHVWEBoKCr/Steps/4213430)  
[Portfolio Management - Document Center](https://support.carta.com/kb/guide/en/portfolio-management-document-center-QAkdo5MZa1/Steps/4213431)  
[Portfolio Construction - How are Tactyc metrics calculated-](https://support.carta.com/kb/guide/en/portfolio-construction-how-are-tactyc-metrics-calculated-1rj6lCCSEf/Steps/4213433)  
[Portfolio Construction - Sector Profiles](https://support.carta.com/kb/guide/en/portfolio-construction-sector-profiles-TBstj7GKWa/Steps/4213434)  
[API and Integrations - Adding a Single Investment](https://support.carta.com/kb/guide/en/api-and-integrations-adding-a-single-investment-JZUxKZsomU/Steps/4213435)  
[API and Integrations - Update KPI Metrics](https://support.carta.com/kb/guide/en/api-and-integrations-update-kpi-metrics-A3fhfe5gtF/Steps/4213436)  
[API and Integrations - Performance Summary](https://support.carta.com/kb/guide/en/api-and-integrations-performance-summary-KmZKYHQi44/Steps/4213437)  
[Portfolio Construction - No or very little recycled proceeds](https://support.carta.com/kb/guide/en/portfolio-construction-no-or-very-little-recycled-proceeds-hO62KRi2F2/Steps/4213438)  
[General - Contact Us](https://support.carta.com/kb/guide/en/general-contact-us-RJj2sFRa8O/Steps/4213439)  
[Advanced - Scenario Builder](https://support.carta.com/kb/guide/en/advanced-scenario-builder-4woB6taecl/Steps/4213440)  
[Insights - Performance across reporting dimensions](https://support.carta.com/kb/guide/en/insights-performance-across-reporting-dimensions-O9Vhf4IYcY/Steps/4213441)  
[Portfolio Management - Managing Rounds](https://support.carta.com/kb/guide/en/portfolio-management-managing-rounds-MvAm83Ubaw/Steps/4213443)  
[Advanced - Custom Formulas](https://support.carta.com/kb/guide/en/advanced-custom-formulas-t78blq3KBW/Steps/4213444)  
[Advanced - Fund of Funds](https://support.carta.com/kb/guide/en/advanced-fund-of-funds-yxYou2TLiO/Steps/4213445)  
[Sharing and Administration - Collaborators](https://support.carta.com/kb/guide/en/sharing-and-administration-collaborators-UpQrFEjF3X/Steps/4213446)  
[Portfolio Management - Time Machine](https://support.carta.com/kb/guide/en/portfolio-management-time-machine-PTNfjk6HiS/Steps/4213447)  
[Portfolio Management - Adding Investments](https://support.carta.com/kb/guide/en/portfolio-management-adding-investments-B1t9fDAxPr/Steps/4213448)  
[API and Integrations - KPI Metrics](https://support.carta.com/kb/guide/en/api-and-integrations-kpi-metrics-Wef8Q9bxis/Steps/4213449)  
[General - What is Tactyc-](https://support.carta.com/kb/guide/en/general-what-is-tactyc-0Q9jd96CLc/Steps/4213450)  
[Portfolio Construction - Fractional investments](https://support.carta.com/kb/guide/en/portfolio-construction-fractional-investments-szUfVu3bh0/Steps/4213451)  
[Portfolio Construction - Adjusting Pacing](https://support.carta.com/kb/guide/en/portfolio-construction-adjusting-pacing-8zxDjxPR1o/Steps/4213452)  
[Portfolio Construction - Enter number of investments directly](https://support.carta.com/kb/guide/en/portfolio-construction-enter-number-of-investments-directly-xuBIGgvfSN/Steps/4213453)  
[Advanced - Updating Model for Actuals](https://support.carta.com/kb/guide/en/advanced-updating-model-for-actuals-7ShL2Az1wl/Steps/4213454)  
[General - Training Videos](https://support.carta.com/kb/guide/en/general-training-videos-53g7y8lRNO/Steps/4213455)  
[Technical - Technical Information](https://support.carta.com/kb/guide/en/technical-technical-information-r5abzQvcqr/Steps/4213456)  
[Insights - Optimizing Secondary Market Sales](https://support.carta.com/kb/guide/en/insights-optimizing-secondary-market-sales-B6Y9hjBWHg/Steps/4213457)  
[Portfolio Construction - Backsolving to find an ideal portfolio](https://support.carta.com/kb/guide/en/portfolio-construction-backsolving-to-find-an-ideal-portfolio-sdBNmkumgG/Steps/4213458)  
[Portfolio Management - Cap Table Calculator](https://support.carta.com/kb/guide/en/portfolio-management-cap-table-calculator-CTVmVwLJsT/Steps/4213459)

## Can't find what you're looking for?

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