Fund ERP

This is closings, part of fund administration in Carta's ERP for private capital. Today, most fund closes start from zero, chasing signatures over email, tracking status in a spreadsheet, and manually rekeying each LP's information into fund admin and KYC. This is your fundraise command center. Every LP you invite is tracked here, live, from invited to in progress to signed to countersigned.

Real dollar amounts, real partners, updated in real time. When an LP gets stuck, drop into their view to fix an answer on their behalf without ever leaving Carta. If that LP is already on Carta from a prior close, their entity information pre fills automatically. Name, tax ID, address, wire instructions, already there.

They review, confirm, and sign. They are not starting from scratch, fund after fund. That is the frictionless experience your LPs will actually remember. When an LP submits, it's your turn.

Review their completed IQ, uploaded tax docs, and full subscription package right here. When everything checks out, it's one click to countersign. Carta auto issues the first capital call if you choose that option. For more bespoke needs, premium closings adds fully custom subdocs, granular conditional logic, and flexible attorney access, all still within the same connected record.

That's card of closings. The LP record that signs is the same record that runs fund admin, KYC, and every capital call from day one.