What it is
The microapp is a single dashboard covering every metric your companies report, plus valuations, returns, cap tables, and ownership. You can sort and filter your full portfolio, benchmark companies against peers, spot forecast misses or gaps in reporting, and pull a one-page PDF tearsheet for any company.
Why it matters
You get a comprehensive view of every company in one place. Use it to prepare for LP meetings, flag companies that need attention after a reporting cycle, and check concentration before a new investment. Answer complex questions in minutes and customize with Claude to match your firm's needs.
How it works
Carta Portfolio Analytics is available through the Carta Investors Plugin in Claude Desktop. Tell Claude "portfolio analytics for [firm name]" or paste a Carta firm URL to get started. The microapp runs read-only against your Carta permissions and hides panels where a firm's data doesn't support the metric.
