Improved Activity Tab
We’ve enhanced the Activity tab in our GP Portal so Carta fund managers can do even more from one place.
What’s important or valuable about this change?
We’ve expanded the requests fund managers can submit in their Activity tab to include the ability to make a new investment, add a subsequent close, and transfer holdings to a new LP.
Once submitted, they can track the status of that request and receive detailed notifications to update them of any status changes.
Additionally, fund managers can now message their fund admin directly from the Activity tab, consolidating and organizing all Carta communication outside of their inbox.
What do I need to do?
Navigate to the Activity tab.
You can now submit additional requests through the Quick Actions bar. If you do not see a request, please use the General Inquiry button to submit any request to your fund admin.
Once a request is in progress, we’ve added additional email and in-app notifications so you stay up-to-date on the progress of your fund’s tasks. These include missing information and action required so you know exactly what’s needed from you to complete a request.
We will be making further improvements to the Activity tab over the coming weeks including the ability to schedule a call with your fund admin.
How do I learn more or get help?
To learn more about our improved Activity Tab, check out this support article or reach out to your Account Manager for a demo today.