# Fund Manager Resources ## Welcome to Carta Access resources and interactive product demos that help you get the most out of Carta. Click for sound ## 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. [Get the app](/content/lp/carta-carry-onboarding/index.html) ## 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](https://carta.my.site.com/support/s/article/closing-for-fund-managers#invite-lps) 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](https://support.carta.com/s/article/limited-partner-contact-update) 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](https://support.carta.com/s/article/limited-partner-contact-update) 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](/content/wp-content/uploads/2023/12/LP-Onboarding-Guide.pdf) \ VC 101 curriculum\ VC 101 video series makes understanding vc funds simple for new and aspiring fund managers.\ [Watch](/content/learn/vc-101/index.html) \ VC tax treatment\ Learn about venture capital tax treatment—and what LPs expect from your fund during tax season.\ [Learn more](/content/blog/venture-capital-tax/index.html) \ Carta Carry\ Introducing Carta Carry: the first mobile app for fund administration.\ [Learn more](/content/blog/introducing-carta-carry/index.html)