Carta + Claude

See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations

LP Dashboard

The LP Dashboard is Carta's first Investors Plugin experience designed for LPs. LPs self-serve their NAV, TVPI, and documents in Claude and customize the view by prompting in natural language, so GPs field fewer ad hoc requests.

Key takeaways

  • See total NAV, TVPI, and capital activity across an LP's portfolios.
  • Switch between portfolios and focus on specific firms and funds.
  • Filter, group, and sort K-1s, notices, and statements, then open any file.

Transcript

This is the LP dashboard and documents, a live artifact in the investors plug in for Claude. It opens on an LP's aggregate portfolio view with total NAV, TVPI, and capital activity at a glance. Scroll down to see trends via quarterly, interactive charting, and more granular performance details. Below, you will find individual fund valuation detail broken out.

This LP invests through more than one portfolio and can switch between them in a click. She can also toggle easily to focus on specific firms and funds. She can then open the documents tab to find her k ones, notices, and statements. Filter, group, and sort, then open any document from the list.

Ask Claude to show your LP dashboard to get started.

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