Custom partner capital account reports now generate automatically in Carta

Custom partner capital account statements (PCAPs) can now be produced directly in Carta, with no extra manual step. That means your custom reports arrive with the rest of your financial package, so quarter-end reporting moves faster.

What you can do now:

• Assign a custom PCAP template to each limited partner, or select several partners at once, under Partners > Organize Partners > Edit reporting configurations > Custom report

• Get assigned custom PCAPs generated automatically alongside your financial package

• Receive custom PCAPs in your Day 1 financials, just like the standard PCAP

This works for custom templates that only use data already stored in Carta. Templates that need extra information entered each period still have to be prepared and attached separately for now. We are working on an in-app way to add that information so all custom templates can generate automatically.

Questions or feedback? Let us know in the comments.