Download All Audit Docs with One Click - Carta Release Notes - Product Updates

What's new?

A smoother audit season.

Auditors can now bulk download all fund documents from Carta in a single click.

We’ve bundled all fund audit documents in one place so auditors no longer have to spend time downloading multiple documents from multiple places.

What do I need to do?

Navigate to the Reports & Documents tab of your portal, then select Audit. Documents are bundled into two packages per entity:

• Package 1: Formation documents, bank statements, investment documents, invoices & calculations, and partner commitment changes and transfers
• Package 2: Partner subscription agreements and side letters, capital call notices, and distribution notices

Select the package and click Download.

Carta Partners: Bulk Audit Document Download

How do I learn more or get help?

Have additional questions about how Carta can support you during your fund audit? Reach out to your account manager or talk to one of our representatives today.

Kathleen Meil