What it is
The top section shows key metric tiles summarizing all active loans: committed, drawn, and outstanding balances, plus upcoming scheduled payments. Click any row in the loans table to open a side panel with the loan's key terms, rates, and payment schedule.
Why it matters
For Loan Operations teams managing a portfolio of lending relationships, the dashboard surfaces upcoming payment obligations across all active loans without opening each one individually.
How it works
Available to firms on Loan Operations. In a Co-work session with the Carta Investors Plugin installed, prompt Claude with "Show me the loan ops dashboard" and your firm's name. The dashboard re-fetches from Carta every time it's opened.
Author: Trevor Cook
Trevor Cook is leads product strategy and end-to-end delivery for Carta Loan Operations. Previously, he co‑founded Sirvatus, a loan operations platform for private credit funds, and spent nearly a decade as a private credit investor.
