Supported document categories
Carta LP Portfolio Analytics can categorize many document types and sub-types in order to help streamline your process.
We support these categories for document classification:
Document type | Document subtype |
|---|---|
Capital Account Statement | n/a |
Cashflow Notice | Call Notice |
Cashflow Notice | Distribution Notice |
Cashflow Notice | n/a |
Due Diligence | n/a |
Due Diligence | DDQ |
Due Diligence | Investment Memorandum |
Due Diligence | Private Placement Memorandum |
ESG Report | n/a |
Fund Financial Statement | Financial Statement (Audited) |
Fund Financial Statement | Financial Statement (Unaudited) |
Fund Financial Statement | n/a |
General Information | AGM |
General Information | Announcements & Updates |
General Information | Investor Letter |
General Information | n/a |
General Information | Policies and Procedures |
Legal | ADV |
Legal | Compliance |
Legal | ERISA Certificate |
Legal | Limited Partnership Agreement |
Legal | n/a |
Legal | Subscription Agreement |
Other | n/a |
Performance Report | n/a |
Performance Report | TPT Report |
Tax | Form 1042-S |
Tax | K1 Form |
Tax | n/a |
Tax | Tax Estimate |