AI Fundamentals
AI Fundamentals for Private Funds
What you’ll learn in this course
From understanding AI to building repeatable workflows, learn how to use Claude and the Carta Investors Plugin.
Understand how AI works, where it can go wrong and how to check its outputs.
Get to know the five-part AI stack: agents, tools, skills, plugins and MCP.
Choose your Claude setup, from modes and models to folders, context and permissions.
Write clearer prompts and turn them into workflows your whole team can use.
Learn how to redesign work around the output you want Claude to deliver.
Apply it live with the Carta Investors plugin on real fund operations.
The curriculum
AI Fundamentals gives private capital leaders a practical foundation in how AI works, what it can and can’t do, and how to use it effectively in everyday fund operations. You’ll learn the core concepts, build better prompting habits, set up repeatable workflows, and see how Carta works with Claude.
Plug into Private Capital AI
