Attach a separate file when sharing financials with LPs
When your financials are ready to be published, you now have the option to share them with a separate file attachment instead of grouping the attached file to the financials document. This means that your LPs will receive 2-3 separate files (depending on if you are also sharing PCAPs) in their Carta account and/or email for them to download.
To do this, navigate to the financial package that is ready to approve. Select approve and publish or approve and schedule. Check yes next to the question 'Would you like to send the package with an attachment?' and select 'Attach as separate file' to the question 'How would you like to attach the file?'. You will then upload the file, indicate what type of document it is, and name it.
Once published, you will see the documents in the Fund > Partners > Documents page. That same document can be found on the LPs side in their portfolio.
If you selected to notify the LP about the documents shared, the LP will receive an email notifying them of the new documents existence.