Draft LP distribution notices before every payment
Every morning, WebRun opens Carta, identifies any pending distribution events, calculates each LP's pro-rata proceeds from the cap table, drafts a formal distribution notice for each LP in Gmail, and logs the amounts to a Google Sheet. All notices wait in draft for your review before any LP is contacted.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft LP distribution notices from Carta?
WebRun reads every pending Carta distribution event each morning, calculates each LP's pro-rata proceeds, logs the amounts to a Google Sheet, and drafts a formal distribution notice for each LP in Gmail. All notices are held for fund manager review and approval before any LP receives communication.
- LP distribution notices are drafted before any payment is wired
- Pro-rata amounts are logged to a Google Sheet for audit and reconciliation
- Missing wire instructions are flagged before notices go out
Built for venture capital fund managers · private equity fund administrators · GP operations 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 distribution event and LP pro-rata amounts
carta.com How to Automate Carta
WebRun opens Carta to read distribution event and LP pro-rata amounts. - Open Carta and navigate to Distributions under Fund Administration
- Read the pending distribution event name, total proceeds, and distribution date
- Pull each LP's pro-rata percentage and calculate their individual distribution amount
Done when Every LP's distribution amount and contact details are captured from Carta.
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2
Google Sheets - log distribution amounts per LP for review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log distribution amounts per LP for review. - Open the distributions tracking sheet and add a row for each LP
- Record LP name, ownership percentage, gross distribution amount, and expected wire date
- Flag any LP whose wire instructions are missing or unverified in Carta
Done when All LP distribution amounts are logged and any missing wire details are flagged.
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3
Gmail - draft distribution notice for each LP
gmail.com How to Automate Gmail
WebRun opens Gmail to draft distribution notice for each LP. - Draft a formal distribution notice for each LP using the fund's standard template
- Include the LP's name, fund name, distribution amount, expected wire date, and fund contact
- Leave every draft unsent for the fund manager to review and approve before sending
Done when A Gmail draft notice exists for each LP. None are sent without human 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 distribution notices to LPs automatically?
No. Every distribution notice is drafted and left unsent in Gmail for your review. WebRun never sends LP communications without a fund manager reading and approving them first.
How does it calculate each LP's distribution amount?
It reads each LP's ownership percentage directly from Carta's cap table and multiplies it by the total distribution proceeds recorded in the distribution event, matching Carta's own pro-rata calculation.
What if an LP has missing wire instructions?
The Google Sheet flags any LP whose wire details are missing or unverified in Carta, so your team can resolve them before notices go out and payments are initiated.
Related templates
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