# know your customer (KYC)

## Keep your fund protected with KYC

Stay on top of compliance with automated tools for managing LP KYC checks.

---

## Streamline your compliance

### Centralize KYC checks

Initiate, track, and review KYC checks and results in one place.

### Get comprehensive coverage

Stay compliant with multi-jurisdiction coverage for KYC and sanctions.

### Reduce back-and-forth

Collect investor information at scale with automated processes.

---

## Cut through the complexities of KYC

Move faster, onboard LPs with confidence, and continuously protect your fund.

### Real-time KYC status dashboard

Access a centralized, up-to-date overview of every investor’s risk score and easily initiate screenings, in the same place you manage your fund.

### CDD reports for LPs on demand

Get auto-generated risk scores and customer due diligence (CDD) results—all securely stored in one place and ready to download when you need them.

### Continuous watchlist monitoring

Keep your firm compliant with automated daily watchlist screenings and alerts for OFAC/sanctions, politically exposed persons (PEP), adverse media, and enforcement alerts.

## Manage your KYC in the same place you manage your fund.

---

## Trusted with $220B+ in private capital fund assets under administration

## FAQs

You have questions, we have resources and answers.

### Do I need to be on the Carta platform to access this product?

### Does Carta support KYC for funds outside the US?

### Is KYC available outside of fund closing?

### What services and support are included with KYC?

### What types of funds does Carta KYC support?

## Keep your fund protected with KYC

Stay on top of compliance with automated tools for managing LP KYC checks.