Fund Administration onboarding
Getting started with Carta
Welcome to Carta! The following documents are designed to guide you through the onboarding process, answer any questions, and set you and your fund up for success.
Meet your team
From onboarding to fund admin to support, get familiar with the roles and responsibilities of your Carta team.
Preview your onboarding
See a step-by-step overview of Carta’s onboarding process.
Share Access to Data & Documents
Grant Carta team access to your existing document and data storage solutions and we'll gather everything we need.
Review banking requirements
See the requirements and recommendations for granting Carta access to your entities’ bank accounts.
Quickly close investors
Learn how to use Carta Closings to set up a data room, invite investors, and countersign subscription documents.
Demo the Carta platform
Access product training materials that teach you and your investors how to use Carta’s GP and LP Portals.
Partner with our Fund Admin team
Understand your action items, what Carta Fund Admin does for you, and what timelines to expect.
Get answers to frequently asked questions
Find answers to the top questions asked by fund managers new to Carta.