Equity management, done in one conversation
Is our 409A still valid? What is the current FMV for new option grants?
Prompt your way to board-ready
Carta's plugin brings your live cap table into Claude so the work gets easier and the decisions stay yours.
Pro. Active.
Stay ahead of every board cycle without ever leaving your Claude workspace from exit modeling to ownership, dilution, vesting, and more.
Your cap table’s thinking cap
Raise your IQ before raising funds
Get the full picture, across entities
See the exit before it happens
One ledger, every workflow
Every dollar raised, every investor, in one place
See every round, investor, and price per share in seconds, so every board member, new hire, or acquirer gets the same clean answer.
Comp your team against the market, not your gut
Pull salary and equity benchmarks by role, level, and location so every offer you make is grounded in data, not guesswork.
Know your key executives' equity position
Pull any executive's PIU or phantom unit vesting progress before a board meeting, a leadership change, or an exit conversation.
Never issue a grant at the wrong price
See your 409A valuation and expiration date in seconds, so every new option grant goes out at a defensible price with no compliance gaps.
See your option pool headroom before the next offer
Understand whether your pool can support the next 12 months of offers before your next round forces a refresh.
Answer equity questions before they become issues
View any employee's cliff date, vesting progress, and unvested balance on demand so you're ready for an offer, departure, or board question.
Ready to plug in?
Built for how your team actually works
Your data, your tools, your workflow—everything your team needs, nothing they don't.
The legal record, always connected
Every number Claude reads comes from your live Carta records—the same records your investors rely on.
Tailored to your equity structure
Carta teaches Claude your share classes, preferences, and rules with full context, not just numbers.
Work in the tools you already use
Claude meets your team where they already work—spreadsheets, email, presentations, and chat.
Built-in guidance not just built-in tools
From onsite training to exec strategy sessions, Carta guides your team at every step, not just at setup.
The Carta Cap Table Plugin is a perfect fit for an AI-native team like ours. I’m constantly pulling grant and RSU data, checking vesting schedules, tracking stakeholder positions…and now I do all of it through Claude in seconds. It’s saved me several hours a week that I used to spend navigating Carta manually, and it’s become a core part of how I support our team on equity.
The Carta Cap Table Plugin for Claude took cap table analysis from days to minutes. We use it weekly across SAFEs, investor relations, and financing history. It has become essential to how we manage our cap table.
As a growing company, our cap table is constantly in motion—new grants, certificates, convertible notes, valuations. The Carta Captable Plugin lets me pull any view I need; whether I’m checking equity by stakeholder before a board meeting, processing certificates for a financing round, or just keeping track of how our ownership has evolved. It’s become part of how I manage the cap table week to week, not just a one-time tool.
FAQs
You have questions, we have resources and answers.
A plugin is a package of capabilities Carta built for Claude: skills that encode the exact steps a task takes, the conventions your firm runs on, and the logic that has to run the same way every time.
No. A connector gives Claude access to a data source through MCP. A plugin is what Carta builds on top: your firm's fund logic, encoded as skills Claude runs against that data.
Carta is an ally in the transition, not just a tool handed over and left behind. Moving to an AI-native operational model can feel daunting, so support runs through every step of the learning curve from implementation, to educational skill building, and strategy conferences.
Claude accesses Carta through the same permissions your firm already maintains in the Carta app. If someone can't see or do something in Carta, they can't see or do it through Claude either.
Your data is not used to train any public AI models. Learn more at trust.carta.com.
To get started, you'll need an active Carta account and a Claude Pro, Teams, or Enterprise plan. Find Carta in Claude's connector directory, connect with your existing credentials, and Carta will prompt you to install the right plugin.
If you aren't an existing Carta customer, connect with our team to get set up with the right plan.