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Fund Administration

The AI-native PE CRM: What it looks like when your CRM gives you the AI edge
The AI-native PE CRM: What it looks like when your CRM gives you the AI edge
Is your CRM a walled garden or a data layer? Discover how AI-native infrastructure helps private equity firms drive returns in deal origination and management.
Inside the Carta CRM MCP server: From basic tools to a platform for building
Inside the Carta CRM MCP server: From basic tools to a platform for building
Learn how the Carta CRM MCP server uses the Model Context Protocol to create a programmable substrate for AI agents. Build reliable, production-grade workflows.
Run your ManCo budget with Claude for Excel
Run your ManCo budget with Claude for Excel
New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.
Ramp Bill Pay and Reimbursements now sync to Carta
Ramp Bill Pay and Reimbursements now sync to Carta
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.
Portfolio holdings, now interactive in Claude
Portfolio holdings, now interactive in Claude
Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.
Query your documents and attached files directly from Carta CRM
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.