How to transfer fund commitments
Staff members have a tool to quickly transfer fund commitments. If a transfer is needed, please reach out to your Carta fund administrator or contact our Investor Services Support team through the Help center.
Navigate to the entity the partners are in, then select Statements.
Click Fund transactions.
Click Import/Export. A modal to download the capital account transactions will appear. Click Download template.
Open the downloaded template and delete all information from row five downwards on the Transactions sheet, leaving just the header.
Navigate back on the platform to Statements > Capital account statements. Search for the partner whose commitment is getting transferred.
Navigate back to the sheet and copy and paste the transferor name from the Reference sheet to the Transactions sheet.
Referring back to the capital account statement tab, you will need to input the amount as the inverse of the amount that needs to be transferred. For the column 'Is this a transfer', 'Yes' will need to be inputted.
For the transferee, the amount does not need to be inverted.
Once the sheet has been completed, navigate back to Fund transactions > Import/Export > select spreadsheet. Click Import spreadsheet.
The system will identify and highlight any errors on the sheet. If you receive errors or need support, please reach out to our Investor Services support team through the Help center.