What's new?

We’ve added an investor breakdown view before you submit or approve a capital call so you can see the contribution amount per investor. 

What’s important about this change?

You now have a transparent view into the amount each LP is contributing to a given capital call from your phone.

How does it work?
Select Request capital call from the Quick Actions available on your home screen and fill in the information requested.  

On the View Summary screen, click View next to Investor Breakdown to see the contribution amount for each investor in both dollars and percent.

Once ready for approval, you can view the investor breakdown by tapping Review, then clicking View next to Investor breakdown on the Review Capital Call page.

To learn more about Carta Carry, check out this support article or reach out to your Account Manager for a demo today. 

Don’t have the app? Download it on iOS or Android.