Automated Carta Quarterly Reporting Deadline Tracker
Every Monday, WebRun opens Carta, reads the current fund's reporting schedule and deliverables for the quarter, updates a Google Sheet with each item's due date and completion status, and posts a countdown digest to Slack listing every open deliverable and the days remaining, so the fund admin team can stay ahead of every LP reporting obligation.
How do I automatically track quarterly LP reporting deadlines from Carta?
WebRun opens Carta every Monday and reads the quarterly reporting calendar for your funds, checking deliverable deadlines and completion status across LP statements, K-1 dates, and audited financials. Open items are updated in a Google Sheet and a countdown digest is posted to Slack so the fund admin team knows exactly what is due and how many days remain before each deadline.
- Every quarterly reporting deadline is tracked and surfaced each Monday with days remaining
- At-risk deliverables are flagged automatically before they become overdue
- Fund admin team starts each week with a shared, structured deadline view in Slack
Built for fund administrators · venture capital CFOs · GP investor relations 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 quarterly reporting schedule and open deliverables
carta.com
WebRun opens Carta to read quarterly reporting schedule and open deliverables. - Open Carta and navigate to Fund Administration for the active fund
- Read the quarterly reporting calendar, including LP statement deadlines, capital account statement dates, K-1 issuance dates, and audited financial statement deadlines
- Note which deliverables are complete, in progress, or not yet started for the current cycle
Done when All quarterly reporting deliverables and their current status are captured from Carta.
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2
Google Sheets - update deadline tracker with completion status per deliverable
google.com
WebRun opens Google Sheets to update deadline tracker with completion status per deliverable. - Open the quarterly reporting deadline tracker sheet
- Update each deliverable's status, due date, and days remaining based on today's date
- Flag any deliverable with fewer than 14 days remaining and no completed status as at-risk
Done when The deadline tracker sheet is current with each deliverable's status and deadline proximity.
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3
Slack - post weekly countdown digest with open deliverables and days remaining
slack.com
WebRun opens Slack to post weekly countdown digest with open deliverables and days remaining. - Post a weekly countdown digest to the fund admin Slack channel
- List each open deliverable with its due date, days remaining, and current status
- Highlight at-risk items in the message so the team knows where to focus this week
Done when The fund admin team has this week's reporting deadline countdown 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
Which quarterly deliverables does it track?
It tracks the deliverables on Carta's reporting schedule for your fund, including LP capital account statements, investor update letters, audited financial statement deadlines, K-1 issuance dates, and fund administrator submission deadlines.
Does it send LP reports or statements automatically?
No. Sending LP reports requires fund manager review and approval. WebRun only tracks deadlines and surfaces what is open to your team. Actual report distribution is a separate workflow and always requires human sign-off.
Can it track reporting deadlines for multiple funds at once?
Yes. It reads the reporting schedule for each fund in your Carta account and logs deadlines per fund in the Google Sheet, so each fund's obligations are tracked separately in one consolidated view.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.