Following recent upgrades to the Carta Closings tool, we’ve launched a collaborative closings feature to give your LPs even more flexibility when subscribing to a fundraise. This update brings multi-user collaboration to the closings process, easing the burden on institutional LPs and LPs with wealth advisors.
A streamlined subscription workflow
The collaborative solution streamlines closings in three ways:
As a GP, you can send the subscription documents to multiple contacts for a given prospective investor, inviting them to collaborate in filling out and signing documents.
Additionally, as a GP, you’re able to view and complete parts of the investor questionnaire on behalf of your LPs, providing a white-glove experience and expediting the process.
Your LPs are able to add collaborators to complete parts of the investor questionnaire and sign documents, instead of having to source information offline from multiple parties.
For more sophisticated LPs, being able to invite multiple people—such as Registered Investment Advisors (RIAs), legal counsel, and joint signatories—to the Carta Closings tool unlocks significant efficiencies without sacrificing control. With the collaborative closings flow, LPs still have visibility throughout the process so they can manage access and review edits before signing.
By supporting multi-user collaboration directly within the Closings tool, Carta helps your firm deliver a polished, digital onboarding experience for every LP, no matter how complex their internal structure.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. © 2026 Carta. All rights reserved. Reproduction prohibited.
