What it is
You can now get a firm-wide view of every co-investor across your portfolio with Carta’s Investors Plugin for Claude. You can also ask natural language questions about your co-investor data: most frequent co-investors, who's writing checks above a given threshold, or per-company co-investment history.
Why it matters
For GPs, co-investor data informs LP reporting, deal sourcing, and competitive benchmarking. This release delivers a complete, queryable view of your co-investment network by firm, by company, and by round, so you can answer LP questions and identify warm introduction opportunities quickly.
How it works
The tool normalizes data by firm ensuring each investor is only counted once, and delivers the results in an interactive report in Cowork. You can click into any portfolio company to see a round-by-round breakdown of participating investors, and trace data points back to the associated SPA document in Carta.
