Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
AGM Deck Builder
AGM Deck Builder generates a fully customizable, LP-ready annual meeting presentation in minutes, pulling live fund metrics, brand identity, benchmark comparisons, and portfolio KPIs automatically.
Key takeaways
- Parallel agents pull brand identity and live fund metrics simultaneously.
- Generates NAV, deal IRR, benchmark, and portfolio KPI slides automatically.
- Delivers a customizable, LP-ready presentation in minutes instead of days.
Transcript
This is the AGM deck builder skill inside Carta's Investors plugin for Claude. Building annual meeting materials off platform usually takes days of manual data pulling, slide formatting, and brand alignment. With a single prompt, parallel agents extract your firm's brand identity while fetching live fund metrics from Carta, automating slides for nav growth, deal level IRRs, benchmark comparisons, and portfolio KPIs. You get a fully customizable, LP ready presentation in minutes instead of days.
All videos9/10
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0:40ManCo Budgeting with Claude for Excel0:40 - Cap Table Plugin
0:36Cap Table Plugin0:36 - Waterfall in Excel
0:29Waterfall in Excel0:29 - Co-Investment Analysis
0:31Co-Investment Analysis0:31 - Data Collection
0:34Data Collection0:34 - Portfolio Valuations
0:34Portfolio Valuations0:34 - Fund Modeling Microapp
0:41Fund Modeling Microapp0:41 - Form ADV Builder
0:38Form ADV Builder0:38 - AGM Deck Builder
0:40AGM Deck Builder0:40 - Custom SOI Views
0:36Custom SOI Views0:36
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