Subscriptions & add-ons | support.carta.com

Company admins

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

Company admins

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

Employee resources

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

Fund administration

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

Total Compensation

Resources for law firm partners and legal documentation

Legal

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

Carta Launch

Resources for customers using Carta's LLC product

LLCs

Analyze portfolio performance and make data-driven decisions at speed

LP Portfolio Analytics

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

Carta CRM

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

How to cancel your Carta subscription

How to cancel your Carta subscription

How to create stakeholders for new hire onboarding with Equity Advisory

How to create stakeholders for new hire onboarding with Equity Advisory

How to use Carta Plugins for Claude

How to use Carta Plugins for Claude

How to use the Equity Advisory employer dashboard

How to use the Equity Advisory employer dashboard

How to prepare for a tender offer

How to prepare for a tender offer

How to manage employee communications during a tender offer

How to manage employee communications during a tender offer

How to generate and deliver Form 3921

How to generate and deliver Form 3921