Firm account settings | support.carta.com
Fund administration
- How to set up Single Sign-On (SSO) for Fund Administration firms
- Fund Forecasting
- Limited partners
- Auditors & tax providers
- Vauban
- US Fund Admin office closures
General partners
- Using the Carta fund admin platform
- Data Warehouse
- How to Increase Carry Visibility with GP Member Experience
- Build and manage your ManCo budget with Claude for Excel
- KYC as a Service
- Banking & money movement
- Fund financials
- Managing LPs
- Document sharing
- Carta Closings
- Investment management
- ASC 820
- Portfolio Insights
- Tax and audit
- Firm account settings
Firm account settings
- How to manage VC firm permissions
- How to set firm permissions
- How to centralize your portfolio data
- How to reorder entities in an investment firm
- How to add an auditor to an investment firm
- How to designate a point of contact for GP tasks
- How do I set up email rerouting?
- How to add and delete investment firm users
- How to manage email notification settings