Draft quarterly investor statements before every reporting cycle
Each quarter, WebRun opens Carta, reads each LP's invested capital, current NAV, distributions received, and ownership percentage, drafts a personalized investor statement for each LP in Gmail, and logs a summary to a Google Sheet. All drafts wait for fund manager review before any LP is contacted.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft quarterly investor statements for LPs from Carta?
WebRun reads Carta each quarter for every LP's invested capital, NAV allocation, and distribution data, then drafts a personalized investor statement for each LP in Gmail and logs a summary to Google Sheets. All statement drafts are held for fund manager review and approval before any LP receives communication.
- Personalized LP statements are drafted before each quarterly deadline without manual data assembly
- A Google Sheet data log provides a clean audit trail for each reporting cycle
- Fund managers review ready-to-send drafts instead of starting from a blank template
Built for venture capital fund managers · private equity fund administrators · GP investor relations teams · fund finance professionals
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - read LP account data including NAV, capital, and distributions
carta.com How to Automate Carta
WebRun opens Carta to read LP account data including NAV, capital, and distributions. - Open Carta and navigate to Fund Administration for the reporting fund
- For each LP, read their invested capital to date, current NAV allocation, distributions received this period, and ownership percentage
- Record the reporting period end date, fund name, and fund manager contact details for inclusion in statements
Done when Every LP's account data for the current quarter is captured from Carta.
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2
Google Sheets - log statement summary data per LP for review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log statement summary data per LP for review. - Open the quarterly statement tracking sheet and add a row for each LP
- Log the LP name, invested capital, quarter-end NAV, distributions this period, and total distributions to date
- Flag any LP whose data appears inconsistent compared to the prior quarter for manual review
Done when The statement data sheet is complete and any inconsistencies are flagged.
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3
Gmail - draft personalized quarterly investor statement for each LP
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized quarterly investor statement for each LP. - Draft a formal quarterly investor statement for each LP using the fund's standard template
- Populate each draft with the LP's name, fund name, reporting period, NAV, capital contributions, and distributions
- Leave every draft unsent for the fund manager to review and approve before sending
Done when A personalized Gmail draft investor statement exists for each LP. None are sent without approval.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send investor statements to LPs automatically?
No. Every investor statement is drafted in Gmail and held unsent for fund manager review and approval. WebRun never sends LP communications without explicit human sign-off.
What data does it pull from Carta for each statement?
It reads each LP's invested capital, current quarter-end NAV allocation, distributions received this period, total distributions to date, and ownership percentage from Carta's Fund Administration module.
What if an LP's data looks wrong compared to the prior quarter?
The Google Sheet step flags any LP whose figures appear inconsistent with the prior quarter so your team can investigate and correct the data in Carta before any statement draft is sent.
Related templates
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