LLC quick tour

What you're gaining

The upgrade gives you access to capabilities that weren't available on your previous experience:

  • HRIS integrations — sync your employee roster automatically from BambooHR, Rippling, Workday, and others

  • 20+ equity reports — broader reporting across PIUs, Options (ISO/NSO), and RSUs, with auto Black-Scholes fair value

  • Board Management and Communications Center — manage approvals and share updates in-platform, with a full audit trail

  • Fund Administration connectivity — your cap table connects directly to fund admin workflows

  • Carta's AI plugin — AI-powered cap table intelligence with direct access to your Carta data

What to do first

1. Watch the video above

It covers what's changed, what's new, and how to find things in your account.

2. Read: #A guide for LLC companies

This article covers terminology differences, how your cap table displays equity interests, and answers the most common post-upgrade questions. Find it in the Guides section of this space.

3. Browse the Q&A

Use the #Ask & Share space to post questions, see what other companies are asking, and share what's working for you. Carta team members monitor this space and respond.You'll find:

  • Step-by-step guidance for key Carta workflows

  • Short how-to videos and recorded sessions

Join a live session

The #Live events & webinars space is where you'll find upcoming Learning Labs specific to familiarizing yourself with the new experience.

Join to:

  • Learn from Carta experts

  • Ask questions live

  • Watch past recordings

Still have questions?

  • Post in #Ask & Share — for general questions about navigating the upgrade

  • Contact Carta Support — for account-specific issues or anything time-sensitive: support.carta.com

  • Reach your account team — for questions about your specifics

One last tip

Introduce yourself in #Say hello -- and check the #Welcome checklist for helpful settings and shortcuts.