Welcome to Carta! We are thrilled that you are now a part of our growing network; as part of this network, we recommend sending a heads-up email to your investors explaining that they will receive an invitation from the Carta platform to use the Closings Tool.
Below, you’ll find our suggested template. If you like it, just copy and paste the template into your own email and send it to your LPs and holders to help them prepare to receive the invites.
The email your investors will receive from Carta will look like the image on the left.
Dear Investor,
We are excited to announce our partnership with Carta for fund administration services for [FUND OR SPV NAME].
In addition to tracking fund ownership and key performance metrics, the encrypted Carta portal will be your go-to place to receive K-1s, capital calls, and distribution notices.
Soon you’ll receive an invitation from investor-notices@carta.com to start using Carta Closings Tool - a feature that allows you to digitally sign your subscription to [FUND OR SPV NAME] through the Carta app. Be sure to check your spam folder for the invitation if you don’t see it in your inbox.
Please click on "Get started" to log in to an existing Carta Account or create a new one and start completing your subscription documents.
If you have any questions, you can reach the Venture Capital Support team at investorservices@carta.com or through Carta's Help Center.