Dear Investor,
We are excited to announce our partnership with Carta for [Syndicate SPV NAME].
Soon you'll receive an invitation from investorservices@carta.com to create a Carta account. Be sure to check your spam folder for the invitation if you don't see it in your inbox.
If you already have a Carta account, you should receive a notification saying you have an investment on Carta.
On the Carta portal, you will be able to complete your investment subscription. The investment subscription flow is described below:
- Accept the commitment
- Choose or create your desired investment portfolio
- Enter basic investor information
- [if requested] Enter wire instructions
- Provide a Tax Document
- Answer questions regarding conflicts of interest, ownership, qualified purchaser & client
- Respond to Know Your Customer (KYC) questions and submit required documentation, tailored to the specific requirements of each investor type
- Add signatories and secondary contacts
- Review all the answers & sign
For a detailed walkthrough, please refer to this step-by-step guide.
Once the Syndicate SPV is closed, the encrypted Carta portal will be your go-to place to receive K-1s, capital calls, and distribution notices.
If you have any questions or concerns about logging in, you can reach the support team at investorservices@carta.com.
Thank you,
[GP Name]