How to complete KYC for your fund
Log into your GP Portal
Navigate to the Dashboard tab
Select Complete KYC Due Diligence
Enter information about your fund, like fund name, EIN, address, and source of funds
Some of these fields will be pre-populated with existing information in Carta. Click Continue.
Assign a control person and beneficial owner for the fund
You can select an existing name from the drop down or add a name not listed.
Click Submit.