Quarterly Financial Packages
What's new?
We’re delivering quarterly financial packages early.
What’s valuable about this change?
Starting today, July 5th, select customers will receive draft financial packages just after quarter-end. This is made possible by the fully integrated Carta General Ledger, which keeps your information up-to-date with every transaction, and an extensive list of data controls in our technology.
With your packages ready for review earlier, you unlock more time to focus on the things that matter, whether that be sourcing your next deal or fundraising for your next close.
What do I need to do?
If you’d like to be included in this pilot program, please reach out to your Account Manager.
How do I learn more or get help?
If you receive a draft financial package, please review it and approve it or request changes to your Fund Admin team directly in Carta.