Fund Manager Resources

Welcome to Carta

Access resources and interactive product demos that help you get the most out of Carta.

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Manage your fund on Carta

Call capital

Call capital from your GP Portal or the Carta Carry app. Once your capital call is ready for review, you’ll see an open task in your Activity tab and Carta Carry app to review and approve.

Make a new investment

Make investments from your GP Portal or the Carta Carry app. Once your wire is set up for release in your banking portal, you’ll see a notification in your Activity tab and Carta Carry app to review and release the wire.

Carta Onboarding: How to Make a New Investment

Submit a reimbursement

Submit receipts for reimbursement from your GP Portal or the Carta Carry app. Once your wire is set up for release in your banking portal, you’ll see a notification in your Activity tab and Carta Carry app to review and release the wire.

Carta Onboarding: How to Submit a Reimbursement

Initiate a vendor payment

Initiate vendor payments from your GP Portal or the Carta Carry app. Once your wire is set up for release in your banking portal, you’ll see a notification in your Activity tab and Carta Carry app to review and release the wire.

Carta Onboarding: How to Submit a Vendor Payment

Approve management fees

Review and approve management fees from your GP Portal or the Carta Carry app. Once your management fee is ready for review, you’ll see an open task in your Activity tab and Carta Carry app to review and approve.

Carta Onboarding: How to Review and Approve Management Fees

Update a valuation

Update a valuation from your GP Portal.

Carta Onboarding: How to Update a Valuation

Request a distribution

Request a distribution from your GP Portal. Once your distribution notices are ready for review, you’ll see an open task in your Activity tab to review and approve.

Carta Onboarding: How to Request a Distribution

Review financials

Carta will deliver your draft quarterly financial statements on the first business day after the end of the quarter. You can track, review, and approve them from the Activity tab in your GP Portal.

Carta Onboarding: How to Review and Approve Financials

Message your fund admin team

Message your fund admin team from your GP Portal or the Carta Carry app.

Carta Onboarding: How to Message your Fund Administration team

Edit user settings

Add new users, delete existing users, or edit user permissions from the Firm Settings tab in your GP Portal.

Carta Onboarding: How to Edit User Settings

Carta Carry

The Carta Carry app puts your back office in your back pocket. Submit and track tasks, message your fund admin, and make approvals—from anywhere.

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Manage investors on Carta

Invite LPs

To add new investors to an existing fund, request a subsequent close from the Activity tab in your GP Portal. If using Carta Closings, you’ll add new investors from the Closings tab in your GP Portal.

Carta Onboarding: How to Request a Subsequent Close

Increase LP commitments

Initiate a commitment adjustment from the Partners tab in your GP Portal.

Carta Onboarding: How to Increase an LPs Commitment

Share documents with LPs

Share documents and customize LP email notifications from the Partners tab in your GP Portal.

Carta Onboarding: How to Upload and Share Documents with Investors

Audit LP wire instructions

Before a distribution, go to the Partners tab in your GP Portal to review wire instructions and send email requests to LPs who have incomplete information.

Carta Onboarding: How to Audit LP Wire Instructions

Update a primary contact

Primary contacts have access to all fund commitment documents and information, and can manage the permissions of secondary contacts. To update a primary contact, go to the Partners tab in your GP Portal.

Carta Onboarding: How to Update a Primary Contact

Add or update a secondary contact

Secondary contacts can only access fund documents the primary contact has given them permission to view. To update a secondary contact, go to the Partners tab in your GP Portal.

Carta Onboarding: How to add a new Secondary Contact

Create Tearsheet Reports

Additional resources

LP Resources
We’ve made it easier for your LPs to onboard onto Carta.
Download

VC 101 curriculum
VC 101 video series makes understanding vc funds simple for new and aspiring fund managers.
Watch

VC tax treatment
Learn about venture capital tax treatment—and what LPs expect from your fund during tax season.
Learn more

Carta Carry
Introducing Carta Carry: the first mobile app for fund administration.
Learn more