Investment documents and reporting | support.carta.com
Fund administration
General partners
Learn how to set up Single Sign-On (SSO) for Fund Administration firms.
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Fund Forecasting
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Limited partners
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Auditors & tax providers
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Vauban
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US Fund Admin office closures
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General partners
First steps
Using the Carta fund admin platform.
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Data Warehouse
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How to Increase Carry Visibility with GP Member Experience
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Build and manage your ManCo budget with Claude for Excel
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KYC as a Service
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Banking & money movement
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Fund financials
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Managing LPs
Information sharing and contact updates for LPs.
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Document sharing
Sharing documents with your limited partners.
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Carta Closings
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Investment management
Investment documents and reporting
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Investment SOI information
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Investment certificates and Carta cap tables
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How to use Portfolio Events
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How to download the Interest Accrual report
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How to access fund investment documents
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How to upload and view company closing documents
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How to upload company financials for portfolio companies
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What documents are needed for investment support?
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How to download the schedule of investments
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How to export a report with all investment information
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