What it is
LPs ask Claude for their LP dashboard and get a live page showing NAV, TVPI, DPI, RVPI, and capital activity across all their funds on Carta. A Documents tab stores every K-1, notice, statement, and report.
Why it matters
The dashboard is Carta’s first experience in the Investors Plugin designed for LPs. It gives LPs another way to self-serve their data and documents, and the ability to customize their view however they want by prompting Claude in natural language. For GPs, this means less time fielding ad hoc requests and more time relationship-building.
How it works
LPs install the Carta Investors plugin, connect to their Carta account, and ask Claude to build their LP dashboard. Each LP sees only their own investments, and the data is refreshed every time the live artifact is opened.
