Carta + Claude

This is Carta Workhub, available in the Investors Plugin for Claude. Carta Workhub now features a broad range of GP-facing workflows, so fund managers can initiate tasks, review open items, send comments to their Carta team, and execute key actions, such as releasing a capital call or reconciling cash. Here's the financial reporting tracker, indicating the status of all packages and what action the user needs to take. Next, let's look at an SOI review.

Copying the command into a new chat generates an embedded window that mirrors Carta's in app experience. Review the SOI changes and approve when you're ready. The confirmation flows straight back to your Carta account. Let's head back to Workhub and find the next task that needs attention.

Under cash reconciliation, we have a transaction of $25,000 to review. Just like the SOI review, the cash reconciliation task opens in a new window called an MCP app. It looks and feels just like Carta's site. Besides the examples we've seen here, there's more you can do in Workhub, including capital activity, management fees, and expense approvals.

And once you're finished with a task, you can keep track of it under the With Carta and Completed tabs.