What it is
You can now work through your fund operations to-do list in Claude Desktop, using the Workhub live artifact. Initiate workflows, monitor the progress of active tasks, make custom requests, and even send files to your fund admin team from Claude, instead of logging into Carta or sending an email.
Get started with Workhub's quick actions—such as capital calls, valuation updates, and LP transfers—and save draft work as a plan until you're ready to submit to your Carta team. Once requests have been picked up, you'll see a response from your Carta team under "tasks to complete." Any task initiated through Workhub is routed through Carta's existing controls, including user permissions, staff reviews, and health checks.
Why it matters
As a busy fund manager, you lose valuable time each day switching between desktop apps, to-do lists, and your email inbox. Carta Workhub transforms Claude from an AI tool for analyzing your fund into the place for running it.
How it works
Ask Claude to build your Carta Workhub to get started, and pin the live artifact to your sidebar for easy access.
