Search results

The ManCo skill in the Investors Plugin now pulls vendor-level detail for deeper spend analysis, and infers the likely vendor from the journal memo if it isn't linked in the transaction.

Carta's Cap Table Plugin now reads UK valuation types as well as 409A valuations, including EMI, CSOP, and share price. Company admins outside the U.S. can now ask Claude about their valuation status and get an answer in the valuation's original currency.

Ask Claude to "prepare me for my meeting with [firm]" and get a tear sheet that explains who's in the room, your relationship history, live deals, and what's worth flagging, built entirely from CRM data.

The AGM deck builder assembles a fully populated, on-brand AGM deck from Carta data in minutes, replacing hours of manual export-and-paste work. Two agents run in tandem to build the brand board and populate every slide with the right data.

Fund modeling is now a Claude microapp: Investors pull real Carta Fund Administration data into an interactive local web app to reprice deals, set reserves, and run "return the fund" math, with zero onboarding time.

Now you can issue equity through Carta—without leaving Claude. Describe who's getting what in plain language and Claude builds a fully pre-filled draft, pulling vesting, exercise price, and board approval straight from your company's own data.

The waterfall tool in the Investors Plugin now models proceeds across an entire deal group—every entity connecting a portfolio company to its owning funds—in a single run, in both Claude and the Claude plugin in Excel.

Stop filing for tax extensions. Carta helps fund managers deliver K-1s by March 15 through automated workflows and expert CPA review. Streamline your tax season.

Post-money SAFEs with a valuation cap have become the dominant mechanism for pre-seed fundraising. In 2026, those valuation caps are climbing higher and higher.

Learn the fundamentals of equity financing, like weighing the tradeoffs between convertibles and equity and understanding valuation and dilution.