Automated Carta Subscription Document Chaser
Every morning, WebRun opens Carta, finds LPs with incomplete or missing subscription documents for open fund closings, logs each gap by LP name and document type to Airtable, and drafts a polite follow-up email for each LP. All draft emails wait for your approval before any LP is contacted.
How do I automatically chase LPs for missing subscription documents before a fund closing?
WebRun opens Carta each morning and checks every LP in an active fund closing for missing or unsigned subscription documents. Gaps are logged to Airtable by LP name and document type, and a draft follow-up email is prepared for each LP. No LP is contacted until a fund manager reviews and approves the outreach.
- Every LP document gap is identified each morning before the closing deadline
- Missing items are tracked by type in Airtable for a clear audit trail
- Draft chasers are ready for one-click approval, saving hours of manual follow-up
Built for venture capital fund managers · private equity fund administrators · fund counsel · GP operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 - find LPs with missing or incomplete subscription docs
carta.com
WebRun opens Carta to find LPs with missing or incomplete subscription docs. - Open Carta and navigate to the active fund closing under Closings
- Check each LP's subscription document status and identify any that are missing, unsigned, or flagged as incomplete
- Record the LP name, email, commitment amount, and which specific documents are outstanding
Done when Every LP with a subscription document gap is identified with the specific missing items.
-
2
Airtable - log each gap by LP and document type
airtable.com
WebRun opens Airtable to log each gap by LP and document type. - Open the LP document tracking base and add or update a record for each LP with outstanding documents
- Note the document type, days since the last request, and fund closing deadline
- Mark records as escalated if the closing deadline is within 10 business days
Done when Airtable reflects the current document status for every LP in the closing.
-
3
Gmail - draft a follow-up for each LP pending approval
gmail.com
WebRun opens Gmail to draft a follow-up for each LP pending approval. - Draft a polite, specific follow-up email for each LP naming the exact documents still needed
- Reference the fund closing date so the LP understands the urgency
- Leave every draft unsent for the fund manager to review before any LP is contacted
Done when A Gmail draft follow-up exists for each LP with missing documents. 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 email LPs about missing documents without my sign-off?
No. Every follow-up email is drafted in Gmail and left unsent for your review. WebRun never contacts an LP without a fund manager approving the message first.
Which subscription documents does it track?
It reads whatever document status Carta tracks for the closing, including subscription agreements, side letters, wire instructions, W-9s, and W-8BENs, and flags any item marked incomplete or missing.
What happens after the closing deadline passes?
It stops chasing for that closing automatically once the deadline date is past, and the Airtable records are marked closed so historical gaps are preserved for audit without generating new drafts.
Related templates
Put this on autopilot.
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