Syndicate SPV Fundraising Data Room

Lead partners are able to set up a fundraising data room as part of our Syndicate SPV process. The Carta platform makes it easy to run the entire fundraising process in one place - first, by sharing specific documents with potential investors and then inviting them to subscribe.

The fundraising data room has these key features:

  • Integration with fundraising and subscription document experience

  • Easy control of access for GPs

  • Tracking documents viewed and visits to data room by user

  • Watermarking documents

  • Ability to require NDA signing

This article will guide Lead Partners through these functionalities.

Click a topic to learn more: