Launch a new fund setup in Carta without missing a step
When you launch a new fund, WebRun opens Carta and works through every fund setup task including entity configuration, fund administrator assignment, fee structure setup, closing dates, LP onboarding configuration, and document template uploads. Each completed step is logged to a Notion checklist, and a progress digest is posted to Slack daily until setup is complete.
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How do I set up a new fund in Carta without missing any configuration steps?
WebRun guides the Carta setup process for every new fund, working through entity configuration, fee structure, closing schedule, document templates, and LP onboarding settings in a structured sequence. Each completed step is logged to a Notion checklist and a daily Slack digest tracks progress until the fund is fully configured and ready for LP onboarding.
- Every Carta fund setup step is covered in a structured sequence with no items missed
- A Notion checklist provides a documented record of configuration decisions for each new fund
- Daily Slack digests keep the whole fund operations team aligned during the setup period
Built for venture capital fund managers · fund administrators · GP operations teams · fund counsel and finance
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 - configure fund entity, fees, closings, and LP onboarding settings
carta.com How to Automate Carta
WebRun opens Carta to configure fund entity, fees, closings, and LP onboarding settings. - Open Carta and navigate to Fund Administration to create or verify the new fund entity
- Configure the fund name, entity type, fund size, investment strategy, and closing schedule
- Set up management fee structure, carried interest, and expense allocation policy as specified in the LPA
- Upload document templates including subscription agreement, side letter template, and LP welcome letter
- Configure LP onboarding settings and verify the investor portal is ready to receive new LPs
Done when All Carta fund configuration steps are complete and the fund is ready to accept LP subscriptions.
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2
Notion - log each completed setup step to the new fund checklist
notion.so How to Automate Notion
WebRun opens Notion to log each completed setup step to the new fund checklist. - Open the new fund setup checklist page in Notion
- Mark each completed Carta setup step with a completion date and any notes for the fund admin team
- Flag any step that requires additional information from fund counsel or the fund administrator
Done when Every fund setup step is logged in Notion with its completion status and any outstanding items noted.
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3
Slack - post daily setup progress digest until the fund is fully configured
slack.com How to Automate Slack
WebRun opens Slack to post daily setup progress digest until the fund is fully configured. - Post a daily setup progress digest to the fund operations Slack channel
- List completed steps, remaining steps, and any items flagged as needing additional input
- Stop daily digests once all setup steps are marked complete in Notion
Done when The fund team has a daily progress update in Slack until the new fund setup is fully complete.
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
Does it create the fund entity in Carta automatically?
WebRun can configure fund settings within an existing Carta entity, but creating a new legal entity requires fund counsel and fund administrator coordination. WebRun guides the configuration process and logs each step once the entity exists in Carta.
What fund setup steps does it cover in Carta?
It covers fund entity configuration, fee structure setup, closing schedule, document template uploads, LP onboarding configuration, and investor portal verification, following Carta's standard Fund Administration setup workflow.
How do we trigger it for a new fund?
You trigger the setup run manually from WebRun when you are ready to configure a new fund in Carta. From that point, WebRun runs daily until every step in the Notion checklist is marked complete.
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