Managing your board | support.carta.com

Company admins

Getting started

Company account settings

409A valuations

Fundraising

Managing stakeholders

Issuing equity

Exercises & transactions

Taxes & compliance

Financial reporting

Reports

Subscriptions & add-ons

Managing stakeholders

Managing your board

How to complete an audit confirmation request

How to deliver K-1 documents through Carta

How to manage stakeholder cap table access

How to manage stakeholders on Carta

How to use the Manage Employees page

How to manage investor relations on Carta

How to send communications through Carta

How to resolve reported issues

How to review issues stakeholders report through Carta

How to terminate stakeholders in Carta

How to correct a stakeholder's termination date

Why does Carta need stakeholder email addresses?

How to repurchase restricted stock awards (RSAs)

How to terminate holders of profits interests (PIUs)

How to send email reminders to users to sign securities

Managing your board

How to create and manage board consents, templates, and documents

How to create a board meeting