Investor Contact Management
If you're using Carta's LP portal, you can now store all your investor contact and payment information in your Carta account. You’ll also receive updates when investors make changes to their profile information on Carta.
You can find this new functionality by navigating to the 'Partners' page under the ‘Investors’ dropdown.
Use the ‘Manage’ button to download the partner information excel template. Populate the ‘Partners’, ‘Contacts’, and ‘Wire instructions’ sheets on the template and import the information into your account.
You can now view this information on the corresponding ‘Partners’, ‘Contacts’ and ‘Wire instructions’ tabs in-app. Use the ‘Edit columns’ dropdown to customize the information you’d like to see on the screen.