Carta set out to rearchitect private capital. We’re bringing public market efficiency to the private markets, now accelerated by AI. We’re fueling the transformation of private capital operations with technology untethered by the confines of a web interface. We’re meeting our builders, operators, and funders where they are. Our suite of headless products joins the ERP product suite to enable automation, innovation, and alpha. We are the change agents of private capital.
The Change Agents Briefing is Carta's release digest pulling back the curtain on this journey. We’ll share exactly what we’re building, how it works, and what’s coming next. You’ll also get a look at how our internal teams are using these AI-first tools to verify data with even greater speed and accuracy. The Change Agents Briefing is your window into how we're rethinking processes and experiences to support this new era of productivity.
June 5, 2026
AI tools for customers
Surface Carta Total Compensation data in Claude
You can now look up compensation benchmarks and match job descriptions to roles in the Carta Total Compensation database from Claude Desktop—the first two compensation skills available on our Cap Table Plugin. These skills give HR teams, recruiters, and compensation analysts a quick way to look up salary ranges, retrieve equity benchmarks, and match a job description to the Carta Total Compensation role taxonomy.
Read more about Carta Total Compensation in Claude.
Query any attached document in Carta CRM
Submit a natural language query against any document attached to a record in Carta CRM—resumes, pitch decks, teasers, expert call notes—and get answers without opening the file. The feature uses an MCP tool to pass documents to the LLM, whether that’s the in-app agent shown in the video demo or within your preferred AI tool interface, such as Claude.
Read more about querying attached documents in Carta CRM.
Capital activity, LP benchmarks, and valuation history are now queryable in the Investors Plugin
Two significant additions to Carta’s Data Warehouse landed this week, increasing the scope of what's queryable through the Carta Investors Plugin:
1. Capital activity tables are now surfaced in the Data Warehouse and queryable through the Investors Plugin, so you can build reports relating to historical capital calls and distributions. The data covers fund-level history of capital activities, partner-level breakdowns, and capital activity journal entries. LP benchmarks in the form of LP-level DPI, TVPI, and Net IRR are also surfaced, so you can compare LP-level returns against their cohort.
Read more about querying capital activity in the Data Warehouse.
2. Portfolio valuations history, waterfall modeling history, and per-fund holdings value history are now in the Data Warehouse, so you can build reports via the Investors Plugin while maintaining holdings-based access controls.
Read more about building custom valuations reports from the Data Warehouse.
Internal transformation
We’re continuing to migrate internal processes from disparate systems to the Carta Command Line Interface (CLI) so our teams can serve clients better and faster through Claude. We hit two milestones this week:
Launched six plugins to support cap table delivery through Claude Code. The plugins replace manual workflows common in managing clients’ cap tables—like modifying securities in bulk and reversing option exercises—and producing an automatic audit trail in the process.
Migrated a core fund delivery workflow to the CLI: expenses. Our teams can now book cash expenses through the CLI, replacing the fixed in-app workflows with a flexible system that handles edge cases with ease and makes intelligent recommendations.
These developments don’t just benefit us. The staff-facing agentic capabilities we're developing today will ultimately be accessible to you through the Carta Plugins. We’re rigorously testing and refining these tools, so that before long, you'll be able to make changes to your cap table or initiate a capital call directly from your Claude instance. The process of externalization gives you greater agency and ownership of your data—a longstanding Carta goal, now accomplished through a new interface: Claude.
Up next
Manage your manco budget via a Carta Plugin that supports tagging-based budgeting workflows
Run single-entity deal waterfalls from your own financial models inside Claude Code or Cowork, or directly in Excel
Create a Schedule of Investments (SOI) artifact in Claude, pulling from the Data Warehouse in real time
Generate, customize, and download cap table reports using the Carta Cap Table Plugin
May 15, 2026
AI tools for customers
Carta now featured in the Anthropic Connectors Directory
Carta’s MCP is listed on the Anthropic MCP Directory, known as the Connectors Directory, after being vetted by Anthropic for security, reliability, and compatibility with Claude products.
The Connector allows you to access Carta account data within Claude and is available across Claude.ai, Cowork, Desktop, mobile, and Claude Code as well as third-party apps including Claude for Excel. Please use our Connector in conjunction with one of our Plugins—Investors, Cap Table, or CRM—to get the most and latest functionality.
Customer feedback
CFO Symposium
This week, we gathered CFOs at Wildflower Farms in upstate New York for our exclusive East Coast CFO Symposium, and ran an afternoon-long session on the practical applications of AI. Guests opened laptops, fired up Claude and connected to Carta’s system of record. Each guest walked through five real-world scenarios:
Querying performance data—IRR, MOIC, distributions, trends—using natural language
Generating LP tear sheets and AGM decks with a single prompt
Pulling live Carta data into Excel to model portco financials and run a discounted cash flow using the Claude for Excel Plugin
Modeling an anticipated exit, understanding LP distributions, and performing sensitivity analysis
Filling out a Form ADV automatically with data in Carta
Some of these skills are available to Carta customers today; the rest are in active development. Beyond acting as a product showcase, the workstations created something we didn't expect: a bridge between AI optimists and skeptics.
CFOs who were uncertain about AI's place in finance got to feel what it's like to work faster, smarter, and with more confidence.Those already convinced got to see the direction we're heading. Across the board, they saw themselves using these tools—not someday, but right now.
Carta Change Agents onsite in Washington, D.C.
As part of Carta’s wider Change Agents initiative, we’ve been facilitating onsite workshops at client sites with customers who want to learn the fundamentals of working in Claude and deep dive on firm-specific use cases. Last week Chief Product Officer Vrushali Paunikar joined the Change Agents team with QED Investors in Washington, D.C. In the room together, they built skills, made artifacts, and reworked processes, including:
A skill to create an LP tear sheet as meeting prep, based on data from Carta and Affinity
An artifact that displayed all upcoming speaking engagements for the head of firm based on email
A firm branding skill with logos, fonts, and tone of voice guidance
A skill to update valuations for audit
A skill to tag and allocate expenses for QED’s management company
By the end of the day, the QED team was feeling more confident about using Claude in their day-to-day operations. And the Carta team saw once again that the roadblock to AI adoption is not desire, but time set aside to learn and practice. Everyone is in a different place in their AI learning journey and there is no replacement to problem solving as a group.
If you’d like to learn more about working with our Change Agents team, reach out to your Account Manager.
Vine Ventures
Carta is building AI-first tools to give customers more access to and greater leverage from their data wherever they want to work.
For John McIlree, VP of finance & ops at Vine Ventures, that place is Slack. McIlree recently built a Slack bot that connects Claude to his firm’s Data Warehouse in Carta, so he can answer bespoke portfolio queries on the fly, such as individual commitment amounts, net asset values from a particular date, and historical investment details.
"We have always been able to effectively access our information in Carta. With the Carta Plugin, we're now able to surface that information directly in Slack and handle all types of questions using natural language—from routine checks to more nuanced cross-fund or partner analyses. Instead of pulling reports and manually aggregating information, we can simply ask in Slack and get the answer in real-time—whether we're at our desks, in meetings, or on the go."
Internal transformation
Two staff-facing releases this week demonstrate Carta’s commitment to rebuilding around AI to the benefit of customers. In our fund tax product, we’re now using LLMs to extract data from any previous K-1s shared through the platform.That information is piped into a fund’s tax workpaper so that updated K-1s are issued faster. We also released functionality for custom reporting in the Carta CLI, so our in-house fund admins can create, preview, and publish capital call notices and distributions entirely within Claude, freeing up capacity to support firms with bespoke reporting needs.
The agentic loops that we’re building internally today will eventually be available to you via the Carta Plugin. As we stress test and harden these tools, we’re ensuring they’re customer-ready—so that one day soon, you’ll be able to generate custom reports and retrieve K-1 data directly from your Claude instance.
Up next
Prompt Claude to build a deck for your next AGM using Carta fund data and qualitative portfolio analysis
Query Carta Total Compensation data and get benchmarking insights within Claude using the Cap Table Plugin
April 30, 2026
AI tools for customers
In April we launched three Claude Plugins that bring Carta data directly into your AI workflow, so you can ask questions, run scenarios, and surface insights without switching context. Each plugin is a package of skills—reusable commands trained on Carta's data models and workflows—that you can use natively in Claude, instead of the Carta platform, allowing you to interact with live systems of record in natural language. Learn how to gain early access in our blog post.
Cap Table Plugin
As a cap table product user, including investors, you can query ownership data, retrieve valuation history, model waterfall or exit scenarios, and more.
Read more about the Carta Cap Table Plugin.
Investors Plugin
Work directly with your fund’s investments, performance, and accounting data to analyze investment performance, generate company tear sheets and produce boardroom-ready slides.
Read more about the Carta Investors Plugin.
CRM Plugin
Manage deal and fundraising workflows in Claude or ChatGPT, retrieving and editing investors, companies, contacts, deals, notes, and fundraising data.
Read more about the Carta CRM Plugin.
Carta CRM Granola Integration
AI notetaker Granola now integrates with Carta CRM to sync your meeting notes and action items with company and contact records in Carta—after every call.
Document Intelligence for SPAs
AI-powered processing of Stock Purchase Agreements (SPAs) turns your PDFs into structured data, extracting 150+ fields and providing instant traceability. Query and analyze data via the Carta Investors Plugin or directly in Data Warehouse.
Read more about Document Intelligence for SPAs.
Customer feedback
Delta-v
Kyle Rogers, COO at venture capital firm Delta-v, tested the Carta Investors Plugin on two specific workflows: LP tear sheet generation and Form ADV inputs.
Without the plugin, Rogers recently used Claude to complete the firm’s Form ADV, feeding it financial statements from Delta-v’s 26 funds one by one. With the plugin, Rogers could submit a single prompt in Claude and achieve the same output. “It blew me away,” said Rogers.
Internal transformation
Earlier this year, we rolled out Claude to the entire company. Within weeks our center of gravity moved from disparate systems to the Command Line Interface (CLI). We’ve built and launched Carta CLI to our internal teams to allow them to access Carta through Claude.
We've been holding offsites for every major product area, including onboarding, liquidity, valuations, expenses, and fund tax to help our teams rearchitect their workflows for an AI-native future. At these offsites, our R&D and delivery teams are examining current processes, reimagining them, and building the commands and skills we need to unlock state change.
As a result, cash reconciliation now happens via the CLI, with Claude processing transactions in advance and batching by confidence level to improve team efficiency. On fund tax, internal teams can run quality assurance checks on an entity’s tax returns from their Claude instance. Carta's CLI functionality operates entirely within Claude's secure environment—your data does not leave the system and is never exposed externally.
Why does this matter to you?
First, because everything we build in the CLI, will eventually be available to you via the Carta Plugin. We’re stress testing and hardening these agentic loops internally before promoting, giving you more confidence.
Second, because you might be thinking about how you get started on an AI transformation within your organization. We can’t stress enough how valuable it is to get everyone in the same room brainstorming, building, testing, and iterating. It’s a game changer!
Up next
Valuations, GP entity, and waterfall features are coming to the Investors Plugin
AI-powered data extraction for additional document types, included LPAs
Additional integrations between Carta CRM and AI notetakers, including Zoom AI Companion, Microsoft Teams
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2026 Carta. All rights reserved. Reproduction prohibited.
