Carta + Claude
Portfolio Valuations
Reads live cap tables across your portfolio and runs batch valuations in parallel. Pick one company or all, review results, and adjust multiples without rebuilding any models.
Key takeaways
- Pulls live cap tables across your portfolio, no copying or pasting.
- Run batch valuations in parallel; each task tracks independently.
- Drill into any company and switch the multiple without rebuilding.
Transcript
This is portfolio valuations skill, inside Carta's Investors plug in for Claude. Valuing your portfolio companies has been time consuming and manual, especially when you need to do it in bulk. The portfolio valuation skill reads live cap tables across your portfolio. No need for copying and pasting.
Pick one company, pick all, or just describe what you want. Batch valuations run-in parallel. Each task tracks independently, and results are displayed for your review before finalizing. Drill down to a company or switch the multiple.
Keep the conversation going without leaving the chat.
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Your entire fund, connected
