Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Custom SOI Views
Pull live portfolio data from across your funds into an interactive dashboard—filter by company, toggle between funds, and drill into share counts, cost, and valuation in seconds.
Key takeaways
- Pull live portfolio data across all your funds with a single prompt.
- Toggle between funds or filter by portfolio company in real time.
- Drill into share counts, cost, and valuation without rebuilding in Excel.
Transcript
This is the schedule of investments builder, a skill inside Carta's investors plug in for Claude. Customizing and sharing your SOI with your GP or investment team means exporting to Excel and rebuilding the exact view you want by hand. With a single prompt, Claude pulls live portfolio data across your funds into an interactive dashboard. Toggle between funds, filter by portfolio company, or drill into share counts, cost, valuation, and more.
You get real time, customizable portfolio tracking in seconds.
All videos10/10
- 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
Your entire fund, connected
Built for the fund operators of tomorrow – Carta's ERP for private capital unifies workflows, data and people in one intelligent platform.
