Private Equity

This is closings for private equity, part of fund administration and Carta's ERP for private capital. Reaching a first close usually involves chasing busy partners for signatures while drowning in PDF sub docs and spreadsheets to manually reconcile wire details. It's an administrative drag that delays capital deployment. With the ability to upload your custom subscription documents or work with Carta's prebuilt templates, you can establish a digital closings experience based on your fund and investor preferences.

This enables full fundraise tracking with visibility into your pipeline and investor status. Instead of emailing PDFs, invite LPs to a streamlined workflow that pulls existing investor details, tax information, and KYC status from Carta's connected ERP. Track progress in real time across all your vehicles to see exactly who is pending or signed and send reminders to LPs directly. From the LP view, your investors get a guided experience to commit capital, review investment information, and sign subscription documents.

LPs that previously invested in your funds or other funds on Carta can have forms prefilled to streamline the process. LPs will complete subscriber information like wire instructions and tax forms along with KYC checks. For added flexibility, LPs can complete these steps offline or designate signatories to complete the process on their behalf. It's a closings experience that meets your LPs where they are so you can prioritize investor relationships while maintaining full fundraise tracking in Carta.

From the GP view, LP activity is automatically reflected in your fundraising dashboard. Once signed, you can review and countersign in bulk. With Carta, a signed sub doc isn't just a PDF in the folder. It effectively unlocks the LP in your system, allowing you to trigger the initial capital call immediately.

Only Carta's ERP connects your fund activity and investor information for full fundraise tracking and a digital investor onboarding experience.