Per-partner PCAPs from a single custom template

Per-partner PCAPs from a single custom template

Author: 

Zachary Mabin

|

Read time: 

1 minute

Published date: 

June 9, 2026

Carta's custom PCAP templates let you author a statement format once and render individual partner statements on live capital account data.

What it is

You can now build a custom PCAP template and have Carta render an individual statement for each partner. Each statement is scoped to that LP's capital account, with QTD, YTD, and ITD columns derived automatically. Custom PCAPs flow into the standard financial package and publish to LPs the same way as standard or ILPA statements.

Why it matters

Fund CFOs who need a custom PCAP format with specific line items, groupings, and layout can now keep that work inside Carta. One template covers every LP and every period.

How it works

Each partner's PCAP format is set once in the reporting configuration. Partners can be assigned Standard, ILPA, or a custom template, and Carta applies that setting automatically each reporting period.

Author: Zachary Mabin