Track LP onboarding and KYC completion without manual chasing
Every morning, WebRun opens Carta, checks all new LPs added in the current closing for outstanding KYC and onboarding steps such as identity verification, accreditation, and wire instructions, logs each incomplete item to Airtable by LP and step type, and posts a daily status digest to Slack for your compliance team.
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How do I automatically track LP KYC and onboarding completion in Carta?
WebRun opens Carta each morning and reviews every new LP's onboarding and KYC completion status, checking identity verification, accreditation, tax forms, and wire instructions. Gaps are logged to Airtable by LP and step type, and a daily digest is posted to Slack so your compliance team can see exactly who is stuck and act before the closing deadline.
- Every LP's KYC gap is identified each morning before the closing deadline
- Step-by-step status is tracked in Airtable for a clear compliance record
- Compliance team starts each day with a structured Slack digest instead of manual Carta checks
Built for fund compliance officers · GP operations teams · fund administrators · venture capital legal and compliance
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 - check KYC and onboarding completion for each new LP
carta.com How to Automate Carta
WebRun opens Carta to check KYC and onboarding completion for each new LP. - Open Carta and navigate to the active fund closing to view LP investor profiles
- For each LP, check the status of KYC verification, accreditation confirmation, W-9 or W-8BEN, and wire instructions
- Flag any LP who is missing one or more onboarding steps and note which specific steps remain
Done when Every LP's onboarding and KYC status is captured with specific missing steps identified.
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2
Airtable - log each incomplete step by LP and step type
airtable.com How to Automate Airtable
WebRun opens Airtable to log each incomplete step by LP and step type. - Open the LP onboarding tracker base and update each LP's record with their current step completion status
- Add today's date to any item that changed status since the last check
- Mark LPs as at-risk if their closing deadline is within 7 business days and steps are still open
Done when Airtable reflects the latest KYC and onboarding status for every LP in the closing.
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3
Slack - post daily KYC status digest to the compliance team
slack.com How to Automate Slack
WebRun opens Slack to post daily KYC status digest to the compliance team. - Post a daily KYC status digest to the compliance Slack channel
- List LPs with open items grouped by step type (identity, accreditation, tax doc, wire)
- Highlight any at-risk LPs whose closing date is approaching
Done when The compliance team has today's KYC status digest in Slack.
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 contact LPs about their outstanding KYC steps?
No. WebRun only tracks and surfaces gaps internally via Airtable and Slack. Any LP outreach is handled separately by your team after reviewing the digest. Nothing goes to an LP automatically.
What KYC steps does it track from Carta?
It reads the status of identity verification, accreditation confirmation, tax forms (W-9, W-8BEN), and wire instructions as recorded in each LP's Carta investor profile under the active closing.
Can it track KYC across multiple funds at once?
Yes. If you have multiple active closings in Carta, it loops through each one and logs LP onboarding status per fund in the Airtable tracker, keeping each fund's pipeline clearly separated.
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