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Fund Administration

Carta Investors Plugin
Carta Investors Plugin
Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.
Carta CRM Plugin for Claude
Carta CRM Plugin for Claude
Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin for Claude to query your live CRM data directly in Claude for rapid insights.
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.
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.
Run Fund of Funds with full look-through
Run Fund of Funds with full look-through
Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.
Source and close deals faster with Deal CRM
Source and close deals faster with Deal CRM
Carta acquires ListAlpha and launches Deal CRM—a specialized AI-native CRM built for private capital investors to modernize and automate contact management, relationship mapping, and deal flow tracking.