Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Loan Operations Dashboard
The Loan Dashboard skill for Claude builds a live loan operations dashboard in seconds—showing balances, payment schedules, and loan details across your entire private credit book without rebuilding a report.
Key takeaways
- See balances across every active loan in a single live view.
- Review your upcoming payment schedule in seconds.
- Drill into any loan to know exactly where the book stands.
Transcript
This is the loan dashboard skill. Inside, Carta's investors plug in for Claude. Tracking balances and payment dates across a private credit book usually means spreadsheets that are out of date the moment you save them. The loan dashboard skill builds a live loan operations dashboard in seconds right in Claude.
See balances across every active loan, review your upcoming payment schedule, and drill down into any individual loan so you always know where the book stands without rebuilding a report to find out.
All videos17/17
- Cap Table Plugin
0:36Cap Table Plugin0:36 - Carta Home
1:31Carta Home1:31 - Call Capital in Workhub
0:42Call Capital in Workhub0:42 - Fund Modeling Microapp
0:41Fund Modeling Microapp0:41 - ManCo Budgeting Microapp
0:50ManCo Budgeting Microapp0:50 - Carta Total Compensation
0:47Carta Total Compensation0:47 - Issuance
0:46Issuance0:46 - Data Collection
0:34Data Collection0:34 - Portfolio Valuations
0:34Portfolio Valuations0:34 - Waterfall in Excel
0:29Waterfall in Excel0:29 - ManCo Budgeting with Claude for Excel
0:40ManCo Budgeting with Claude for Excel0:40 - Co-Investment Analysis
0:31Co-Investment Analysis0:31 - Form ADV Builder
0:38Form ADV Builder0:38 - AGM Deck Builder
0:40AGM Deck Builder0:40 - Custom SOI Views
0:36Custom SOI Views0:36 - CRM Plugin
2:17CRM Plugin2:17 - Loan Operations Dashboard
0:29Loan Operations Dashboard0:29
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