Carta + Claude
See how Carta's Plugins bring live fund data into Claude to surface insights, and automate core fund operations
Waterfall in Excel
Runs directly in Excel, pulling the live cap table and distribution rules from operating agreements to populate a multi-entity waterfall automatically. Re-run with a new exit value or date in seconds.
Key takeaways
- Connect to Carta from Excel and pull live cap table and deal structure data.
- Distribution rules pull from operating agreements to populate every entity.
- Change the exit value or date and re-run without rebuilding the model.
Transcript
This is the Waterfall skill inside Carta's investor plug in for Claude that can be called directly from inside Excel. Multi entity Waterfalls are hours of manual work, and requires rebuilding every time a scenario changes. The skill connects to Carta, pulls the live cap table and distribution rules from the operating agreements, and populates the waterfall automatically, across every entity in the deal structure. Enter a different exit value or exit date, and run it again without rebuilding the model.
All videos3/10
- 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
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