LP Wire Dashboard - Carta Release Notes - Product Updates

What's new?

Carta's new LP Wire Dashboard provides centralized visibility of your LPs' wire instructions. You can easily track changes to LP wire instructions and ensure completeness and accuracy with a comprehensive view of payment details across all funds.

Whether you're preparing for a distribution, conducting wire confirmations, or ensuring compliance with your firm's ongoing audit requirements, you now have a single source of truth for all LP wire instruction data across your entire firm.

How does it work?

Access the LP Wire Dashboard by navigating to the Partners tab and selecting "Wire Instructions" to see the new experience.

Centralized wire instruction oversight

• View all LPs' wire instructions across every fund in your firm in one consolidated dashboard
• Identify LPs with missing or outdated wire instructions at a glance
• Sort the columns to view which LP wire instructions have changed or been confirmed by the LP recently.
• Use the Entered by column to have Audit visibility into who changed or confirmed the wire instructions.
• Filter LPs based on specific criteria like missing instructions, recent updates, confirmation status or by fund.
• Ensure compliance with internal control processes that require additional steps to be taken to verify wire instructions when changes occur.

View Details and Export

• View the details of the LP’s complete wire information by clicking the View Details button on the far right of the table.
• Export reports with the wire instruction status across all entities.

Spencer Holton