Fund ERP

This is LP CRM, part of the CRM module in Carta's ERP for private capital. Managing LP relationships means switching between your CRM and your fund admin system before every call, piecing together relationship history from one place and official fund communications from another. With Carta LP CRM, that picture comes together on one record: relationships, fund performance, and every official communication your fund admin team has sent, all in one place. Here's how it works.

Click into the investor record. The interactions tab shows the full relationship history in one chronological feed. Fund admin data feeds in automatically. Capital call notices, distributions, and LP financial data sit alongside your team's meetings and email threads.

The LP's IRR, DPI, and total commitment across your funds are sourced live from fund admin, not copied from last month's spreadsheet. Below that, a dedicated document section shows every document fund admin has sent this LP: K-1s, financial statements, and capital account statements, including when it was sent and whether they viewed it. Complete picture before every call. Across your full fundraise, the Fundraising module tracks every LP across the raise: who's soft-committed, who's in KYC/AML review, who's at subscription stage.

Investors move through stages directly in the CRM, and the in-app AI agent can surface status across all active fundraises at once. When an investor is ready to close, you initiate the closing process from the investor record or the fundraising module. From here, you send subscription documents individually or in bulk, track signing status across your full LP base, and move each investor through to confirmed close. Fund admin remains the source of truth.

The CRM is the surface your IR team actually works in. Only Carta's ERP connects your LP relationships, fund communications, and end to end fundraising workflow into one system of record.