What's new?

GPs can now update the primary contact information for an LP.

What’s important about this change?

Previously, if you wanted to update an LPs primary contact, you would have to work with Carta to make this change.

Now, you can update primary contacts, whenever you need to. Plus, you can keep track of all changes made in your LP contact audit log.

How does it work?

Select the entity, then navigate to the Partners tab. Find the primary contact you would like to update, then click on the pencil symbol.

First, select whether the current primary contact should be deleted or downgraded to a secondary contact.

You can either upgrade an existing secondary contact or add a new contact. If you do not have an existing secondary contact for this LP, you will only see the option to add a new primary contact.

Note: If you only have to update your primary contact’s email address, you will still need to first delete them as primary contact, then re-add them with their new email address.

If this contact is associated with multiple investments, you can apply this contact change across all of their commitments.

Click Confirm change. Your new primary contact will now receive an email inviting them to Carta.

To view an audit of all changes made to your primary contact’s information, find the contact you would like to audit, then click on the last updated date.

Soon your LPs will have visibility into who the primary contact is for their commitments and be able to update this information, whenever they need to. 

How do I learn more or get help?

To learn more about primary contacts and how to update your primary contact information, check out this support article or reach out to your Account Director for a demo.