How to request and track LP wire confirmations
Prior to distributions, GPs can request wire confirmations from LPs directly through the Carta platform.
Once the request is sent, the LP will receive an email from Carta prompting them to update or confirm their wire instructions in their LP Portal.
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Click Request Wire Instructions on the distribution request confirmation page or the Partners page
Select the individual or group of investors you’d like to send a confirmation request to.
Click Continue.
Customize the message on the request form.
Click Send Request Wire Instructions Emails.
Your investors will receive an email asking them to update or confirm their wire instructions.
After clicking Review wire instructions, they’ll be directed to their LP Portal where they can easily confirm or update in a few clicks.
Track the wire instructions status under the Partners tab.
That status will show Confirmed or Pending (awaiting confirmation from your LP) with the date of confirmation or the date the request was sent.