Financial Reporting Progress Tracker
GPs on Carta now have full visibility into the progress of their quarterly financial reports – 15 days before quarter-end.
What’s valuable about this change?
Previously, the process to complete your financials was opaque. A series of emails and phone calls were required to project manage your reporting. Now, conveniently located in your Activity tab, you can see a complete checklist of the tasks required to prepare your financial statements.
Starting today, you can take action and share information with us directly in Carta. We’ll mark those tasks as complete in real-time. Plus you get a look into everything the fund admin team is working on.
On October 2, you'll receive an email with your draft Q3 financial report(s). If your open tasks are resolved between now and then, your financials will be ready to review, approve, and send to your LPs just one business day after the quarter ends.
What do I need to do?
- Check your inbox for a “Get started on Q3 2023 financials” email from Carta
- Log into your account to view your Financial Reporting Progress experience
- Toggle between your entities using the dropdown on the top right
Didn’t receive an email or are some of your entities missing from the Financial Report Progress Tracker? Learn more about why.
How do I learn more or get help?
Get in touch with your Account Director or talk to one of our representatives today.