Venture fund audit checklist

Fund audits don’t have to be scary or stressful. Learning about the auditing process will help you stay organized and navigate a fund audit with confidence.

Carta’s VC fund audit checklist

Audits happen in stages over the course of the year. Carta’s VC fund audit checklist simplifies the process by listing out all the steps and milestones you’ll complete throughout the year, including:

When to sign up with an audit provider
When your auditor will begin interim testing
What documents your auditor is likely to request

Learn more about Carta for venture capital, or talk to an expert about Carta fund admin today.

DISCLOSURE: This communication is on behalf of eShares Inc., d/b/a Carta Inc. (“Carta”). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2023 eShares Inc., d/b/a Carta Inc. (“Carta”). All rights reserved. Reproduction prohibited.