Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Form ADV Builder
Prepare Form ADV filings in minutes instead of weeks. With a single prompt, Claude extracts regulatory AUM, beneficial owner counts, and balance sheet details directly from Carta — and flags missing NAV calculations before you file.
Key takeaways
- Extract regulatory AUM, beneficial owner counts, and Schedule D details from Carta with a single prompt — no manual data collection.
- Automatically flag missing NAV calculations and color-code Carta data against manual IARD fields to catch errors early.
- Go from weeks of risky manual entry to audit-ready Form ADV filings in minutes.
Transcript
This is the Form ADV builder skill inside Carta's Investors plugin for Claude. Preparing Form ADV off platform means weeks of manual data collection and risky IRRD entry. With a single prompt, Claude extracts regulatory AUM, beneficial owner counts, and balance sheet details from Carta for your Schedule D and item. It flags missing nav calculations and color codes Carta data against manual IARD fields. You get audit ready regulatory filings in minutes, not weeks.
All videos8/10
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0:34Data Collection0:34 - Portfolio Valuations
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0:41Fund Modeling Microapp0:41 - Form ADV Builder
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