Allow multiple users to collaborate on LP closings

Allow multiple users to collaborate on LP closings

Authors:
Tyler Haberman, John Hoffman

Read time:
1 minute
Published date:
July 18, 2025

Make closing more efficient for sophisticated LPs with multi-party collaboration that doesn’t sacrifice visibility or control.

A streamlined subscription workflow

The collaborative solution streamlines closings in three ways:

  1. As a GP, you can send the subscription documents to multiple contacts for a given prospective investor, inviting them to collaborate in filling out and signing documents.
  2. Additionally, as a GP, you’re able to view and complete parts of the investor questionnaire on behalf of your LPs, providing a white-glove experience and expediting the process.
  3. Your LPs are able to add collaborators to complete parts of the investor questionnaire and sign documents, instead of having to source information offline from multiple parties.

For more sophisticated LPs, being able to invite multiple people—such as Registered Investment Advisors (RIAs), legal counsel, and joint signatories—to the Carta Closings tool unlocks significant efficiencies without sacrificing control. With the collaborative closings flow, LPs still have visibility throughout the process so they can manage access and review edits before signing.

By supporting multi-user collaboration directly within the Closings tool, Carta helps your firm deliver a polished, digital onboarding experience for every LP, no matter how complex their internal structure.

Author: Tyler Haberman
Tyler is a Lead Product Marketing Manager at Carta.

Author: John Hoffman
John Hoffman is a Lead Product Manager based in San Francisco. He leads product for Carta's suite of Limited Partner (LP) experiences, SPV formations, and Financial Reporting.