Call capital from your GP Portal or the Carta Carry app. Once your capital call is ready for review, you’ll see an open task in your Activity tab and Carta Carry app to review and approve.

Make investments from your GP Portal or the Carta Carry app. Once your wire is set up for release in your banking portal, you’ll see a notification in your Activity tab and Carta Carry app to review and release the wire.

Submit receipts for reimbursement from your GP Portal or the Carta Carry app. Once your wire is set up for release in your banking portal, you’ll see a notification in your Activity tab and Carta Carry app to review and release the wire.

Initiate vendor payments from your GP Portal or the Carta Carry app. Once your wire is set up for release in your banking portal, you’ll see a notification in your Activity tab and Carta Carry app to review and release the wire.

Review and approve management fees from your GP Portal or the Carta Carry app. Once your management fee is ready for review, you’ll see an open task in your Activity tab and Carta Carry app to review and approve.

Update a valuation from your GP Portal.

Request a distribution from your GP Portal. Once your distribution notices are ready for review, you’ll see an open task in your Activity tab to review and approve.

Carta will deliver your draft quarterly financial statements on the first business day after the end of the quarter. You can track, review, and approve them from the Activity tab in your GP Portal.

Message your fund admin team from your GP Portal or the Carta Carry app.

Add new users, delete existing users, or edit user permissions from the Firm Settings tab in your GP Portal.

To add new investors to an existing fund, request a subsequent close from the Activity tab in your GP Portal. If using Carta Closings, you’ll add new investors from the Closings tab in your GP Portal.

Initiate a commitment adjustment from the Partners tab in your GP Portal.

Share documents and customize LP email notifications from the Partners tab in your GP Portal.

Before a distribution, go to the Partners tab in your GP Portal to review wire instructions and send email requests to LPs who have incomplete information.

Primary contacts have access to all fund commitment documents and information, and can manage the permissions of secondary contacts. To update a primary contact, go to the Partners tab in your GP Portal.

Secondary contacts can only access fund documents the primary contact has given them permission to view. To update a secondary contact, go to the Partners tab in your GP Portal.