Required user permissions
There are user permissions required in both Carta and Fund Forecasting to set up and manage the cap table integration.
Carta investment firm permissions
For Fund Admin customers, Fund Admin firm permissions are required to pull in investments from the SOI for the respective fund. Cap table data will also get pulled in
For non Fund Admin customers, Investments firm permissions are required to pull in investments and cap table details for the respective fund in Carta.
Fund Forecasting collaborator permissions
Investments “Read-write” collaborator permissions are required to access the integration workflows
All other collaborators will be able to see Carta sourced data.