Audit Support Document Dashboard Update

What's new?

Today we’re launching our internal audit support tracker. The Carta Fund Administration team can track which documents are missing for audit purposes. This helps our team provide a smoother end-of-year experience.

What’s important or valuable about this change? 

This will streamline how you engage with your fund admin team, especially as the end of year approaches. 

Currently we are able to track documents including:

• Formations documents (i.e., Certificate of Entity, EIN Confirmation, LPA)
• Subscription agreements
• W-8 / W-9
• Commitment change documents, including transfers

• Investment documents

  • New investment events for preferred equity, convertible debt, and SAFEs
• Bank statements
• Legal invoices

Your fund administration team can also track partner documents, alerting you to anything that is missing when appropriate.

What do I need to do?

Continue to submit documents throughout the year. Our fund administration team will alert you if anything is missing, using this new feature.