Automate deal flow. Surface LP insights.
Break down the Fund 2 pipeline by team member, stage, investor type and geography.
From record to actionable in seconds
Bring live CRM records directly into Claude to automate pipeline updates, meeting prep and LP outreach on demand.
Zero. Guesswork.
Claude pulls directly from your verified Carta records before answering ensuring every check size, meeting note and pipeline stage is exact and accurate.
Your CRM, fluent in Claude
Know every detail of your pipeline
Brief yourself on any deal in a matter of seconds
Find introduction angles on any deal
A skill for every workflow
Team deal coverage
Pull every deal a specific team member owns. Ideal for coverage reviews and one-on-ones.
Top-tier deal priority
Filter your highest-priority targets instantly and see their stage, connection and notes in one view.
Know your advisor bench before the deal needs one
Surface every M&A advisor in your network that matches your deal before you waste time finding the right one to call.
Quick company lookup
Check if a firm is in your CRM and get their full profile, including industry, size, tags and description and summarised intelligence across your firm.
Fundraising pipeline snapshot
See all active fundraises, their current stage and how they break down by fund with one prompt.
Progress any fundraising
Find any fundraising by name, see its current stage and move it forward, without touching the CRM directly.
Ready to plug in?
Built for how your team actually works
Your data, your tools, your workflow – everything your deal and IR team needs, nothing they don’t.
Originated on Carta, always verifiable
Every number Claude reads comes from your live CRM – not a third party database or AI guess.
Speaks your firm's native language
Every answer reflects your firm's pipeline stages, investor tiers and deal nomenclature.
Connected at the source, no extra tools or tabs
Search, log and update CRM records in one plain English conversation.
Built-in guidance not just built-in tools
From onsite training to exec strategy sessions, Carta guides your team at every step, not just at setup.
FAQs
You have questions, we have resources and answers.
A plugin is a package of capabilities Carta built for Claude: skills that encode the exact steps a task takes, the conventions your firm runs on and the logic that has to run the same way every time.
No. A connector gives Claude access to a data source through MCP. A plugin is what Carta builds on top: your firm's fund logic, encoded as skills Claude runs against that data.
Carta is an ally in the transition, not just a tool handed over and left behind. Moving to an AI-native operational model can feel daunting, so support runs through every step of the learning curve from implementation, to educational skill building and strategy conferences. Learn more here.
Claude accesses Carta through the same permissions your firm already maintains in the Carta app. If someone can't see or do something in Carta, they can't see or do it through Claude either.
Your data is not used to train any public AI models. Learn more at trust.carta.com.
To get started, you'll need an active Carta account and a Claude Pro, Teams or Enterprise plan. Find Carta in Claude's connector directory, connect with your existing credentials and Carta will prompt you to install the right plugin.
If you aren't an existing Carta customer, connect with our team to get set up with the right plan.