Customer Journey Guides

From securing your first round of funding to navigating the complexities of preparing for an IPO, learn how to strategically navigate Carta to maximize the value of your company at every stage of growth.

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Early-stage Founders

The Basics: Your Account

A great place to start to ensure you are set up for success

Fundraising Essentials

How Carta can help streamline your next fundraising round

Post Fundraising: What's next?

Understand what next steps to take after fundraising

The Carta Experience: Employees

What you need to know about the employee experience

Enterprise Organizations

Late-Stage Companies: Preparing for Major Milestones

Carta essentials to prepare you for key life cycle moments

Carta Total Compensation

Carta Total Compensation: Getting Started

How to get started and make the most out of Carta Total Compensation

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Neither Carta nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.

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© COPYRIGHT 2025 ESHARES, INC. DBA CARTA, INC. ALL RIGHTS RESERVED. VARIOUS TRADEMARKS HELD BY THEIR RESPECTIVE OWNERS. ESHARES, INC. DBA CARTA, INC., 333 BUSH STREET, SUITE 2300, SAN FRANCISCO, CA 94104.

Customer Journey Guides

Customer Journey Guides

Early-stage Founders

The Basics: Your Account

A great place to start to ensure you are set up for success

Fundraising Essentials

How Carta can help streamline your next fundraising round

Post Fundraising: What's next?

Understand what next steps to take after fundraising

The Carta Experience: Employees

What you need to know about the employee experience

Enterprise Organizations

Late-Stage Companies: Preparing for Major Milestones

Carta essentials to prepare you for key life cycle moments

Carta Total Compensation

Carta Total Compensation: Getting Started

How to get started and make the most out of Carta Total Compensation

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