What it is
You can now model fund return scenarios using your live Carta Fund Administration data, with adjustable variables like company valuations and reserves as well as control over data selection, visualizations, and reporting structure. See current performance, project returns under different assumptions, and benchmark scenarios against S&P, Nasdaq, Treasury, or Carta’s own fundraising data.
Why it matters
Fund managers and CFOs can now model fund performance without exporting data or building separate dashboards. Adjust a mark on one deal and see the immediate effect on LP profits and GP carry pool. Ask for a different chart, pull in a new data source, or run an analysis you didn’t plan for upfront.
How it works
Open the Carta Investors plugin and ask Claude to run fund modeling for your firm. The app opens in your browser, with Claude alongside it. Scenarios save locally, so you pick up where you left off.
