What it is
Data Warehouse includes who holds what in all of your portfolio companies' cap tables, built from live Carta data. Ask questions like who owns what at a given company, or where a given holder shows up across your portfolio.
Why it matters
You can answer portfolio-wide ownership questions that would have taken a stack of separate reports, and ask ones you might not have tried before.
How it works
Query it with SQL in Data Warehouse on the Carta web app, or ask Claude in plain English with the Carta Investors Plugin. You see the cap tables your firm has been granted detailed access to, so your existing access permissions still apply.
Author: Webb Allen
Webb Allen leads the cap table product teams at Carta. He works across design, data systems, and platform APIs to deliver impactful user experiences for managing equity at scale. Prior to Carta, Webb managed the machine learning and optimization platforms at Marketing Evolution, and led investment research for the venture funds at Tremendous View and Landscape Capital Management.
