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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.

Capital call notices, distribution statements, and tax documents from Carta Funds now appear directly on each investor's CRM record.

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.

Carta CRM now adds a week-view calendar and AI meeting briefs drawn from your contact interactions, deals, and relationship history.

A stock option pool's size affects share prices, ownership dilution, and company value. This guide explains how option pools work, how to size one, and how to avoid dilution pitfalls.

In a startup market mired in liquidity challenges, the popularity of tender offers continued to grow, with total transaction value in offerings administered on Carta rising 200% in the first half of 2026.

Non-qualified stock options (NSO) are a type of equity that does not qualify for favorable tax treatment. Learn about NSOs and how they work.

How institutional investors use compliance to assess fund managers—covering team resourcing, leadership stability, and culture of compliance.