Private Credit

See how Carta's ERP for Private Capital works.

LP portal

The LP Portal gives your limited partners one consolidated view of their commitments and holdings—including deal IRR, SOI, and transactions—plus a document hub for K-1s, capital call notices, and LPAs.

Key takeaways

  • LPs see every commitment and holding, with deal IRR and SOI, in one place.
  • Control what information is shared with LPs, fed by live asset-level data.
  • LPs view K-1s, 1099-Bs, cap call and distribution notices, and LPAs in the portal.

Transcript

This is the LP portal for private equity and the LP portfolio management module of Carta's ERP. LPs wanna see how their investments are performing in one place. The portal gives them a convenient consolidated look into their portfolio across all fund commitments and company holdings on Carta. It's kept up to date with a continuous flow of asset level data from portfolio company cap tables up to the fund and directly to the LP.

For individual investments, LPs can view deal IRR, SOI, transactions, and more. As a GP, you decide what to share with your limited partners. The portal serves as a document repository for investments. So when the rush of tax filing comes, LPs receive k ones and ten ninety nine b is faster.

The LP portal also keeps record of cap call notices, distribution notices, and LPAs. Carta guides LPs through administrative tasks, from cap calls to signing subdocs, to help things run smoothly, ensuring your LPs have the right data, documents, and insights readily available. Only Carta's ERP offers a fully integrated limited partner experience to private equity firms.

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