Carta + Claude
Fund Modeling Microapp
With the Fund Modeling Microapp, you can instantly see the impact of different exit scenarios on your funds, LP returns, and GP economics—based on your actual fund structures and carry logic.
Key takeaways
- Adjust any valuation with a slider and see the portfolio-wide impact.
- Benchmark against fund cohorts on Carta and model reserves for new deals.
- Customize charts and metrics to fit your needs.
Transcript
This is the Fund Modeling Microapp, available with Carta's Investors Plugin for Claude. It's a local web app Claude generates on your machine, one you control and that's fully yours to customize. It starts from your real Carta data, with your complete carry logic already built in. Create a scenario and adjust a company's valuation with a simple slider.
See the impact of that change across your entire portfolio, including on your LP returns and GP economics. Then, benchmark against cohorts of funds on Carta, model reserves for new deals, or customize charts and metrics to fit your needs. Get started by downloading the Carta Investors Plugin, where you can build this microapp for your firm.
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Your entire fund, connected
