What’s new?

We’ve launched a new Partners Dashboard that gives Fund Administration customers firm-level visibility into their LP relationships. You can now group your LP investments, assign them custom tags, and see consolidated performance metrics (TVPI, IRR, DPI, etc…) and investment data (commitment amount, capital activity details, NAV, etc…) across all your LPs in your firm.

How does it work?

Access the New Partners Dashboard: The dashboard is a brand new page that can be  accessed via the Partners tab on your left-hand navigation bar in Carta. Click here for a walkthrough.

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LP Grouping: Organize your LP investments into custom groups to mirror how your firm views LP relationships. Learn how to use groupings here.

Tagging: Customize your view by creating custom tags for LPs such as LP type, geography, or any custom tag your team uses to categorize LPs. You’ll also be able to filter based on tags and see consolidated LP metrics across your tags. Learn how to use tagging here.

Custom Views: Apply filters based on tags or entities, add/remove columns of data, and save your custom view(s) so you can quickly access specific filtered dashboards of data you care about. You can also export these filtered views to excel. 

Partner Detail Pages: Click into each LP group to see the details of each LP investment within that group. On this page we show various levels of aggregated metrics as well: by the entire LP group, by each of the LPs legal entities, and by entity they’ve invested in for scenarios where they’ve invested in one of your entities through multiple legal entities. 

How do I learn more?

Here’s a support article and some recorded walkthroughs for an overview of the Partners Dashboard, instructions on how LP Grouping works, and how to set up LP Tagging. If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call.