A new Fundraising role lets your team run a raise without seeing the rest of the fund

Fund admins can now give people access to Closings and nothing else. The new Edit Fundraising role is built for fundraising analysts and outside fundraising teams.

• Access is limited to the Closings tab on the entities you choose

• Partners data, limited partner wire instructions and existing commitments stay private

• Role holders can run a raise from start to finish: add prospects (one by one, by CSV, or from other entities), invite and remind limited partners, and manage documents, questionnaires, side letters and subscription settings

• They can also export and manage the data room

• Countersigning is not part of this role

This is available for firms using Carta Fund Admin. It is opt-in, so nothing changes until it is enabled for your firm. Reach out to your Carta contact if you would like it turned on.

Have questions, or a use case you would like to see supported? Share it in the comments.