Multi-fund and Fund-of-Funds
Carta LP Portfolio Analytics supports documents with complex structures, such as Multi-fund and fund-of-funds
Open the column selector on the document inbox; find and select 'General Partner' to show the column
Documents that are classified as multi-fund or fund-of-fund are displayed with an icon adjacent to the fund name
If you modify funds which have been automatically identified by the parser, you will need to re-parse the document
Display on network validation screen
The network validation process follows a similar user journey as described for Performance Reports. Network validation screen displays all assets associated with the relevant fund. Clicking into the fund field will allow you to edit the link between fund and asset.