Carta Automated New Investor Onboarding
When a new investor appears on your Carta cap table, WebRun creates a Google Calendar kickoff call, drafts a DocuSign welcome packet for your review before dispatch, and posts a Slack onboarding checklist to your investor relations channel so no step is missed.
How can I automate new investor onboarding when a round closes?
When a new investor appears on your Carta cap table, WebRun creates a kickoff call on Google Calendar, drafts a DocuSign welcome packet pre-filled with their investment details for your IR team to review before sending, and posts a step-by-step onboarding checklist to Slack. Every new investor gets a consistent, professional welcome without any manual coordination.
- New investors get a kickoff call booked within hours of being added to the cap table
- Welcome packets are pre-filled from Carta data and ready for IR review the same day
- No onboarding step is missed thanks to a Slack checklist for every new investor
Built for investor relations teams · startup CFOs · venture-backed founders · equity managers
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 - detect new investor on the cap table
carta.com
WebRun opens Carta to detect new investor on the cap table. - Open Carta and detect newly added investors or stockholders from the last run
- Capture the investor name, email, investment amount, share class, and round name
- Check whether they already have an onboarding record to avoid duplicate kickoffs
Done when All new investors are identified with their details and confirmed as not yet onboarded.
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2
Google Calendar - create kickoff call invite
calendar.google.com
WebRun opens Google Calendar to create kickoff call invite. - Create a kickoff call event for 5 business days after the investor is added
- Invite the investor, your CFO, and the investor relations lead
- Add a brief agenda describing the call purpose and any preparation needed
Done when A kickoff calendar event exists for each new investor with the relevant attendees invited.
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3
DocuSign - draft welcome packet for IR review before sending
docusign.com
WebRun opens DocuSign to draft welcome packet for IR review before sending. - Draft a DocuSign envelope containing the investor welcome packet and any required acknowledgements
- Pre-fill the investor name, share class, and investment amount from Carta
- Leave the envelope in draft state for your IR team to review before sending to the investor
Done when A DocuSign draft welcome packet exists for each new investor, ready for IR review before dispatch.
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4
Slack - post onboarding checklist to IR channel
slack.com
WebRun opens Slack to post onboarding checklist to IR channel. - Post a structured onboarding checklist to the investor relations Slack channel
- List steps such as kickoff call scheduled, welcome packet drafted, Carta access confirmed, and first update due date
- Tag the IR lead and CFO so they know a new investor onboarding is open
Done when The IR team has a Slack checklist for every new investor with next steps clearly listed.
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 the DocuSign welcome packet to the investor without my review?
No. WebRun creates a DocuSign draft and posts a Slack alert for your IR team to review. The envelope is only sent after a human clicks Send in DocuSign.
What if the investor was added to Carta in error?
The DocuSign envelope stays in draft until your team acts on it, so nothing goes to the investor. You can delete the draft and remove the calendar event without any external impact.
Can it handle co-investors from the same round at once?
Yes. WebRun processes each new Carta entry independently, so multiple co-investors added in the same round each get their own kickoff calendar event, DocuSign draft, and Slack checklist.
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