What it is
In addition to starting workflows and tracking requests in Workhub, you can now take the final action in Claude. Release capital activity and approve expense payments, management fees, and financial packages. Reconcile cash transactions that need more information. Update valuations and approve the SOI.
Why it matters
From kicking off a request to giving the final approval, Workhub now supports your most common fund workflows in Claude, with the same safeguards as the Carta web app.
Author: John Hoffman
John Hoffman is a Lead Product Manager based in San Francisco. He leads product for Carta's suite of Limited Partner (LP) experiences, SPV formations, and Financial Reporting.
