Plug into automated fund operations
Show me Fund II’s Schedule of Investments.
Your fund records, ready to work
Carta's own fund finance experts built consistent workflows into every plugin to bring you CFO instincts at AI speed.
Pro. Active.
When any record changes, Carta can now map what it means and who needs to know. Using Cowork scheduled tasks, everything is ready in Claude before anyone has to ask.
Now the hard stuff...isn’t.
Hand your auditor answers
The LP packet, from one live source
A skill for every workflow
See the quarter against the plan
Roll up every entity into one consolidated balance sheet, generated from the same books your team already reconciles.
Your valuation mark, in minutes
Carta runs the allocation math across your entire deal structure and delivers the mark, no manual rebuild required.
Model exit outcomes on demand
Run a live waterfall at any exit value, computed straight from the cap table your fund already runs on.
Generate the annual meeting deck
NAV, TVPI, portfolio holdings and performance benchmarks are assembled into a branded deck, ready for your review.
Start from what actually happened, not a blank template
Create a new budget workbook, structured from actual expenses over the last 12 months instead of rebuilding from scratch.
Your portfolio, always current
See every holding in the fund in one live view with options to sort, expand and refresh automatically.
Ready to plug in?
Built for how your team actually works
Your data, your tools, your workflow – everything your team needs, nothing they don't.
Originated on Carta, always auditable
Every number Claude reads comes from your live Carta records—the same books you’re audited on.
Tailored to how your fund actually runs
Every answer resolves to the right fund and reflects your actual reporting structure.
Work in Excel, powered by Claude
Claude brings Carta to Excel. Pull cap table and financials straight into your workbook, live from Carta.
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.
Trusted with over 4.5 trillion assets on platform
- Liquid 2 Ventures | Logo | Magna Pages
- Delta V | Logo | Magna Pages
- Next Frontier Logo
- Vine Ventures | Logo | Magna Pages
- Kapor Capital | Logo | Magna Pages
- Nuwa Capital | Logo | Magna Pages
- Tribe | Logo | Magna Pages
Carta's Investor Plugin creates one source of information for all of our fund-level, LP, and portfolio company information. The consolidation brings us closer to our goal of shifting otherwise time-consuming task work to Claude. All the information we need is up-to-date and accessible so Claude can automatically perform a wider range of work.
Carta Plugins for Claude are jet fuel for what you already are doing. We can unlock more time and improve efficiency to focus on the more strategic aspects of the business.
When the Carta Plugin for Claude worked, my initial reaction was: wow, I can't believe this is finally here. It's like everything you've ever wanted in terms of cutting down on manual workflows and turnaround times. With the new Carta Plugin, we've been able to cut down that manual, complicated web of reconciliation across 4 funds and 100 SPVs—from a week of doing it manually to a day.
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.