LP Wire Audit Trail
GPs now have full visibility into the accuracy and completeness of LP wire instructions.
What’s important about this change?
Send distributions confidently.
With Carta’s LP Wire Audit Trail, GPs can confirm the accuracy of their investors' wire instructions prior to sending a distribution. You can now view:
- Who entered the wire instructions and when they were entered
- When they were last confirmed as accurate and who confirmed them
- Which entities they’re allocated towards
- The bank account to which the wire transfer will be executed
What do I need to do?
Select the entity and navigate to the Partners tab. Click the three dots next to the investor's name that you want to view the details of instructions for.
View information like confirmation date, confirmation person, and bank details. You can also view which LPs have not yet provided their wire instructions, noted by the status of Missing, in the Wire Info Status column.
Coming soon: We’ll be releasing an even easier way for you to request LPs confirm the accuracy of their wire instructions in Carta.