Fund ERP
Fundraising Data Room
The Data Room is the secure home for your fundraising materials. It’s a single place to organize files into folders, see who opened each document, and control what each investor can access by funnel stage.
Key takeaways
- Organize pitch, legal, track record, DDQ, and team files in one place.
- See who has access and who opened which document, and when.
- Restrict folders by funnel stage, and access updates as investors advance.
Transcript
This is the data room, part of fund administration in Carta's connected ERP for private capital. Click into your fundraising data room for this fund here. Inside, it's organized the way investors expect: pitch materials, legal documents, track record, and diligence questionnaires. Here, you can see who from which investors have access.
Remove anyone with one click. Activities shows who opened which document and when to help you gauge real interest. Create a new folder and set fine grained permissions by fundraising funnel stage and by specific investors and individuals. Any stage based permissions automatically follow investors as they are progressed through your pipeline.
- Carta Homepage - Visual Accounting
2:15Carta Homepage - Visual Accounting2:15 - Capital Calls
1:31Capital Calls1:31 - Portfolio Valuations
1:42Portfolio Valuations1:42 - Data Collection
2:01Data Collection2:01 - Waterfall Modeling
1:32Waterfall Modeling1:32 - GP Carry Tracking
1:19GP Carry Tracking1:19 - Management Company Administration
1:42Management Company Administration1:42 - Integrated Expense Management with Ramp
1:09Integrated Expense Management with Ramp1:09 - Auditor Portal
1:37Auditor Portal1:37 - Deal CRM
2:38Deal CRM2:38 - LP CRM
1:54LP CRM1:54 - Carta Loan Operations
1:23Carta Loan Operations1:23 - Fundraising Data Room
0:46Fundraising Data Room0:46
Your entire fund, connected
