Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Portfolio Valuations
Reads live cap tables across your portfolio and runs batch valuations in parallel. Pick one company or all, review results, and adjust multiples without rebuilding any models.
Key takeaways
- Pulls live cap tables across your portfolio, no copying or pasting.
- Run batch valuations in parallel; each task tracks independently.
- Drill into any company and switch the multiple without rebuilding.
Transcript
This is portfolio valuations skill, inside Carta's Investors plug in for Claude. Valuing your portfolio companies has been time consuming and manual, especially when you need to do it in bulk. The portfolio valuation skill reads live cap tables across your portfolio. Pick one company, pick all, or just describe what you want.
Batch valuations run-in parallel. Each task tracks independently, and results are displayed for your review before finalizing. Drill down to a company or switch the multiple. Keep the conversation going without leaving the chat.
All videos9/15
- 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
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