## Fund administration

### General partners
Learn how to set up Single Sign-On (SSO) for Fund Administration firms.

[Link to guide](https://support.carta.com/kb/guide/en/how-to-set-up-single-sign-on-sso-for-fund-administration-firms-8FA6nNroul/Steps/5800301)

### Fund Forecasting  
[Link to guide](https://support.carta.com/kb/en/fund-forecasting-471477)

### Limited partners  
[Link to guide](https://support.carta.com/kb/en/limited-partners-425509)

### Auditors & tax providers  
[Link to guide](https://support.carta.com/kb/en/auditors-tax-providers-425510)

### Vauban  
[Link to guide](https://support.carta.com/kb/en/vauban-434264)

### US Fund Admin office closures  
[Link to guide](https://support.carta.com/kb/guide/en/us-fund-admin-office-closures-Aa0OsMxsbC/Steps/3724477)

## General partners

### First steps  
Using the Carta fund admin platform.  
[Link to guide](https://support.carta.com/kb/en/first-steps-436613)

### Data Warehouse  
[Link to guide](https://support.carta.com/kb/en/data-warehouse-521356)

### How to Increase Carry Visibility with GP Member Experience  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-increase-carry-visibility-with-gp-member-experience-sbPeGS10LD/Steps/5211952)

### Build and manage your ManCo budget with Claude for Excel  
[Link to guide](https://support.carta.com/kb/guide/en/build-and-manage-your-manco-budget-with-claude-for-excel-kHN1i6eIy3/Steps/5711663)

### KYC as a Service  
[Link to guide](https://support.carta.com/kb/en/kyc-as-a-service-491093)

### Banking & money movement  
[Link to guide](https://support.carta.com/kb/en/banking-money-movement-433558)

### Fund financials  
[Link to guide](https://support.carta.com/kb/en/fund-financials-433557)

### Managing LPs  
Information sharing and contact updates for LPs.  
[Link to guide](https://support.carta.com/kb/en/managing-lps-433555)

### Document sharing  
Sharing documents with your limited partners.  
[Link to guide](https://support.carta.com/kb/en/document-sharing-433556)

### Carta Closings  
[Link to guide](https://support.carta.com/kb/en/carta-closings-433552)

## Investment management

### Investment documents and reporting  
[Link to guide](https://support.carta.com/kb/en/investment-management-433560)

### Investment SOI information  
[Link to guide](https://support.carta.com/kb/en/investment-soi-information-436622)

### Investment certificates and Carta cap tables  
[Link to guide](https://support.carta.com/kb/en/investment-certificates-and-carta-cap-tables-436624)

### How to use Portfolio Events  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-use-portfolio-events-BQ0v1hXdtn/Steps/4032870)

### How to download the Interest Accrual report  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-download-the-interest-accrual-report-Sd14zbx5xc/Steps/4310180)

### How to access fund investment documents  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-access-fund-investment-documents-RhcCCJnHq5/Steps/3724683)

### How to upload and view company closing documents  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-upload-and-view-company-closing-documents-mR3XhPBCyv/Steps/3725340)

### How to upload company financials for portfolio companies  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-upload-company-financials-for-portfolio-companies-BvDiVDBxhy/Steps/3725295)

### What documents are needed for investment support?  
[Link to guide](https://support.carta.com/kb/guide/en/what-documents-are-needed-for-investment-support-Nthsxpz5P6/Steps/3851581)

### How to download the schedule of investments  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-download-the-schedule-of-investments-T1KQi21IPX/Steps/3725145)

### How to export a report with all investment information  
[Link to guide](https://support.carta.com/kb/guide/en/how-to-export-a-report-with-all-investment-information-eQ6jqwAoE3/Steps/3725277)