Carta + Claude
ManCo Budgeting with Claude for Excel
Bring your ManCo budget to life with Carta and Claude for Excel. Pull your live Carta data, compare budget to actuals by GL account and cost center, and trace variances down to the transaction level.
Key takeaways
- Pull budget and YTD actuals from Carta directly into Excel.
- Compare budget to actuals by GL account and drill into cost centers.
- Trace variances to individual journal entries to explain any gaps.
Transcript
This is the ManCo budgeting skill inside Carta's Investors Plugin for Claude. Your budget lives in Excel. Make it dynamic, bringing in your live fund data with Claude as the intelligence layer. Pull your budget and year to date actuals directly from Carta.
Compare them side by side, down to the account level. Drill into cost centers, and trace key variances back to the individual journal entries behind them, in this case, two vendors that weren't accounted for in the original plan. The variance has a clear explanation, and you have the answers you need to adjust your budget. Get started by downloading the Carta Investors Plugin, where you can run this skill for your firm.
- ManCo Budgeting with Claude for Excel
0:40ManCo Budgeting with Claude for Excel0:40 - Cap Table Plugin
0:36Cap Table Plugin0:36 - Waterfall in Excel
0:29Waterfall in Excel0:29 - Co-Investment Analysis
0:31Co-Investment Analysis0:31 - Data Collection
0:34Data Collection0:34 - Portfolio Valuations
0:34Portfolio Valuations0:34 - Fund Modeling Microapp
0:41Fund Modeling Microapp0:41 - Form ADV Builder
0:38Form ADV Builder0:38 - AGM Deck Builder
0:40AGM Deck Builder0:40 - Custom SOI Views
0:36Custom SOI Views0:36
Your entire fund, connected
