What it is
The LP Summary skill shows each of your LPs at a glance. Select any LP to see their capital, returns, and holdings, which the skill pulls live from Carta Fund Administration, then export profiles as PDFs, one per LP or combined into a single file, in Carta's standard layout or with your firm's logo and colors.
Why it matters
Investor relations teams can quickly answer LP questions about their holdings and prepare presentation-ready profiles for one-on-one LP meetings and annual general meetings, instead of pulling the data together by hand.
How it works
The skill pulls each LP's capital, returns, and holdings from Carta Fund Administration when you open it, so the profile reflects current data.
