Managing LPs | support.carta.com

Fund administration

General partners

• 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

Managing LPs

How to request and track LP wire confirmations

• How to manage and organize LPs in the LP dashboard
• How to use the LP wire dashboard
• How to view and track LP contact changes
• How to use the information sharing page
• How to navigate the LP portal
• How to manage primary and secondary contacts
• How to understand and manage investor permissions
• How to add secondary contacts
• Which LP email address does Carta send notifications to?
• What are benefit plan investors?
• How to transfer fund commitments in the LP portal