We’re introducing a new way for Carta GPs to have greater visibility into their relationship with their fund administrator.
What’s important or valuable about this change?
GPs can now submit, view, and track the progress of their fund admins tasks, like sending capital calls or preparing financials. Fund managers will receive a notification for any outstanding tasks or if there’s an action required.
GPs can use the Activity tab to stay up to date on critical fund events, like reviewing financials or management fees.
What do I need to do?
On the Overview tab of your portal, navigate to the Activity tab.
You can view and complete tasks assigned to you by your fund administrator. Click Details to view additional information about the task like the date it was created, progress, and status.
Scroll down to see what your fund admins are working on. Click Details to view additional information about their task like which fund admin is working on the task and the progress.
Easily request a capital call or submit a valuation update. Once submitted, it will appear in the fund admin section for you to track to completion.
Select Task History to view an archive of all past tasks completed by you and your fund administrator.
This feature currently services capital calls, valuation updates, SPV formations, and reviewing and approving management fees, SOIs, and financials.
We will be making further improvements to the Activity tab over the coming weeks including the ability to request a wire, submit an expense, and message with your fund admin.
How do I learn more or get help?
Have additional questions about the Activity tab? Reach out to your account manager or request a demo today.