How do I send files to transferred investors?

If you're using Carta's LP portal, it is now possible to send documents to investors who have transferred out of your fund.

Using the upload document button, you will now see two lists of investors: Current and Former. The process to upload, name, and share documents with former investors is the same process as with current investors.

Choose your former investor, name your document, and select a file.

Once the file is uploaded, select the investor document and click the 'Actions' button.

This brings you to the standard document share flow where you can choose how you wish to share the document and what message to send along with it.

We hope this new feature simplifies the process of sharing documents with your former investors. We'd love to hear your thoughts, so don't hesitate to reach out at investorservices@carta.com with any questions or comments.

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