Carta + Claude
Call Capital in Workhub
Carta Workhub is a live artifact where you can execute fund operations—including initiating capital calls and distributions—and track them as they're picked up and completed by the Carta team.
Key takeaways
- Initiate a capital call by composing a message with the details.
- Save requests as drafts and submit to the Carta team when ready.
- Every task runs through Carta's existing permissions, reviews, and health checks.
Transcript
This is Carta Workhub, a live artifact in the investors plug in for Claude. Click compose to see a list of quick actions, including capital calls, valuation updates, LP transfers, and more. The quick actions guide you to ensure all appropriate information is included in your request. Fill out the details and attach any relevant files.
You can save draft work as a plan until you're ready to submit to the Carta team. Once requests have been picked up, you'll see a response from your Carta team under tasks to complete. Any task initiated through Workhub is routed through Carta's existing controls, including user permissions, staff reviews, and health checks. Ask Claude to build your Carta work hub to get started.
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Your entire fund, connected
