Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Data Collection
Set up one-time or recurring data requests across your portfolio, track what's outstanding, and auto-draft tailored follow-ups. Review before anything goes out.
Key takeaways
- Set up one-time or recurring requests across your portfolio in seconds.
- Track outstanding requests and surface what's past due automatically.
- Auto-draft follow-ups tailored to what each company specifically owes.
Transcript
This is the Data Collection skill, inside Carta's Investors plug in for Claude. Chasing portfolio companies for quarterly reporting is manual, repetitive, and easy to let slip. The data collection skill sets up one time or recurring requests across your whole portfolio in seconds right in Claude. It tracks every outstanding request, surfaces what's past due, and drafts reminders tailored to what each company specifically owes.
So follow ups are always relevant, and nothing slips through the cracks. You still get to review before anything goes out.
All videos5/10
- 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.
