LP Onboarding Guide.pdf

LP Onboarding Guide

Get started on Carta with these helpful resources.

Feature Description Additional Resources
Access your LP Portal With Carta's LP Portal, you can quickly sign subscription documents, fulfill capital calls, and check in on fund performance, all from one secure platform. How to navigate the LP Portal
Manage closings If your fund manager is using Carta Closings, you'll receive an email inviting you to review and complete your fund subscription documents directly through Carta. Carta Closings for LPs, Carta Closings Guide, How to complete subscription docs
Fulfill capital calls When a fund initiates a capital call through Carta, you'll receive an email notification from investor-notices@carta.com to view and complete the capital call. How to fulfill a capital call
Update permissions If others need access to your documents, you can add users or update permissions from the Settings tab in your LP Portal. How to update document permissions
Add wire instructions Enter your wire instructions in your LP Portal to easily receive distributions. How to add wire instructions
Find answers Get answers to the questions most frequently asked by LPs. FAQ for Limited Partners, How to troubleshoot login issues

Get support

If you have any other questions related to your Carta account, we’re here to help. Visit our Support site or reach out to our Investor Services Support Team via email or phone: