Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Co-Investment Analysis
Automatically extract data from uploaded SPAs. Analyze co-investor relationships across your entire portfolio and ask follow-up questions to drill deeper.
Key takeaways
- Auto-extracts data and let you trace it back to the source in SPA.
- Map co-investment relationships across your entire portfolio.
- Drill into any company for a round-by-round investor breakdown.
Transcript
This is the Co-Investors skill inside Carta's Investors plugin for Claude. Understanding your co-investors has always meant digging through SPAs manually. In Carta, SPAs you upload are automatically extracted. Click any field to see where it came from in the source document.
The Co-Investors skill pulls that data from Claude and generates an artifact of co-investor across your entire portfolio. Drill into any company for a round by round investor breakdown. Days of manual research are now done with one conversation.
All videos4/10
- ManCo Budgeting with Claude for Excel
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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