Track LP invite status on the partners ledger

Track LP invite status on the partners ledger

Author: 

John Hoffman

|

Read time: 

1 minute

Published date: 

23 September 2026

GPs can now see whether LPs have accepted their Carta invitation, filter by status, and export invitation details from the partners ledger.

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What it is

The partners ledger now shows three invite states for each LP: Not invited, Invited, and Accepted. Hovering over the status badge shows when the invitation was sent and accepted. You can filter the ledger by invite status and export the data with invitation details included on both fund-level and firm-level sheets.

Why it matters

For GPs tracking LP onboarding across a fund, invite status is now a filterable column on the partners ledger. A single filter surfaces every LP who hasn't yet accepted.

John Hoffman
Author: John Hoffman
John Hoffman is a Lead Product Manager based in San Francisco. He leads product for Carta's suite of Limited Partner (LP) experiences, SPV formations, and Financial Reporting.

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