Carta + Claude
Cap Table Plugin
Equity management in plain English: investigate expiring valuations, dig into option pool health, and issue securities. Simplify portfolio-wide cap table management.
Key takeaways
- Ask what needs attention; see expiring valuations and pending actions.
- Make equity changes in plain English; Carta drafts them for review.
- Analyze investor rights and cap table health from live Carta data.
Transcript
This is Carta's cap table plug in for Claude. Managing a cap table means fielding questions and chasing answers across dashboards and spreadsheets. This plug in changes that. Ask what needs attention and see expiring valuations, option pool health, and pending actions flagged by priority.
Make an equity change in plain English and watch it drafted for review before anything is filed. Pull up liquidation preferences for every preferred series instantly. From managing grants to analyzing investor rights to monitoring cap table health, this plug in turns Carta's live data into Answers.
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