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Fund Administration

Run your ManCo budget with Claude for Excel
Run your ManCo budget with Claude for Excel
New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.
Ramp Bill Pay and Reimbursements now sync to Carta
Ramp Bill Pay and Reimbursements now sync to Carta
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.
Run waterfalls and exit scenarios in natural language with Claude
Run waterfalls and exit scenarios in natural language with Claude
Run waterfall models and exit scenarios using natural language with Claude in the Carta Investors Plugin. Streamline complex investment math directly from your cap table.
Portfolio holdings, now interactive in Claude
Portfolio holdings, now interactive in Claude
Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.
Query your documents and attached files directly from Carta CRM
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.
Query capital activity directly in the Data Warehouse
Query capital activity directly in the Data Warehouse
Trace every capital call, distribution, and LP payment back to journal entries, and benchmark LP returns against percentile cohorts.