LPs can now manage their investments, all from their mobile device.
What’s important or valuable about this change?
Access your investments, now on the go.
LPs can manage their fund investments and personal investments from anywhere, at any time.
What do I need to do?
Download the Carta mobile application, suited for iOS and Android devices, from your app store. Then login using the same information used to login to your LP Portal on the web application. Once on the home screen, select the fund investment or personal investment you’d like to view:
If a fund investment is selected, you’ll be able to view key investment details like called capital and net asset value. Plus, you can view, download, and send all fund investment documents like partner capital account statements (PCAPs) and K-1s.
If a personal investment is selected, you’ll be able to view key ownership information like share amount and issue date.
For fund investments, once on Investment Details, scroll to access your fund documents. Select View all to view, search, and filter all fund documents. Use the search bar at the top to search by document name. Or select Filter to filter by document type like PCAPs, capital calls, or tax.
Once your document is selected, select the export button to markup, send, or download.
How do I learn more or get help?
Have additional questions about Carta’s LP mobile experience? Reach out to your account manager or request a demo today.