Instructions by security type | support.carta.com

Company Admins

Getting Started

Getting started

Company Account Settings

Company account settings

409A Valuations

409A valuations

Fundraising

Fundraising

Managing Stakeholders

Managing stakeholders

Issuing Equity

Issuing equity

Exercises & Transactions

Exercises & transactions

Taxes & Compliance

Taxes & compliance

Financial Reporting

Financial reporting

Reports

Reports

Subscriptions & Add-ons

Subscriptions & add-ons

Issuing Equity

Issuance Prerequisites

Issuance prerequisites

Instructions by Security Type

How to Draft and Issue Share Certificates

How to draft and issue share certificates

How to Draft and Issue ASAs

How to draft and issue ASAs

How to Draft and Issue EMI Options

How to draft and issue EMI options

How to Draft and Issue CSOPs

How to draft and issue CSOPs

How to Draft and Issue Employee Warrants

How to draft and issue employee warrants

How to Draft and Issue Growth Shares

How to draft and issue Growth Shares

How to Draft and Issue Option Grants

How to draft and issue option grants

How to Draft and Issue RSUs

How to draft and issue RSUs

How to Draft and Issue RSAs

How to draft and issue RSAs

How to Draft and Issue SARs or UARs

How to draft and issue SARs or UARs

How to Draft and Issue CBUs

How to draft and issue CBUs

How to Draft and Issue Convertibles

How to draft and issue convertibles

How to Draft and Issue Warrants

How to draft and issue warrants

How to Draft and Issue Profits Interests

How to draft and issue profits interests