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Private capital’s next wave of intelligence

Bring your source of truth into Claude, Excel, and PowerPoint with Carta's new suite of plugins.
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See Carta plugins in action

Watch six workflows, from board-ready cap table reports to valuation waterfalls in Excel, and see what becomes possible when you use Carta's plugins for Claude.

Carta Investors Plugin

Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.

Carta Cap Table Plugin

Carta CRM Plugin for Claude

Run waterfalls and exit scenarios in natural language with Claude

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Compensation scorecards at org and employee levels in Claude
Compensation
July 2026
Compensation scorecards at org and employee levels in Claude
Adjust role, level, and location; track and see market pay updates instantly; compare multiple roles; and export results to Excel.
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Explore compensation benchmarks live in Claude
Compensation
July 2026
Explore compensation benchmarks live in Claude
Adjust role, level, and location; track and see market pay updates instantly; compare multiple roles; and export results to Excel.
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Query your co-investor network across your portfolio
Fund Administration
July 2026
Query your co-investor network across your portfolio
Analyze your co-investor network in Claude, with drill-downs by company and natural language Q&A on SPA data.
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Keep your Carta CRM current by forwarding emails
CRM
July 2026
Keep your Carta CRM current by forwarding emails
Forward deal emails or ask questions to agent@crm.carta.com—the CRM Email Agent creates records and replies with answers.
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One-to-many reporting in Data Collection
Fund Administration
July 2026
One-to-many reporting in Data Collection
Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.
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Access 119 Carta CRM tools in ChatGPT with the Carta CRM plugin
CRM
July 2026
Access 119 Carta CRM tools in ChatGPT with the Carta CRM plugin
The Carta CRM plugin for ChatGPT makes your CRM conversational. Instantly query deal data, surface relationship history, and update records via chat prompts.
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Share tax estimates with your LPs every quarter
Fund Tax
July 2026
Share tax estimates with your LPs every quarter
Give your LPs earlier tax visibility. Carta’s new quarterly tax estimates automate reporting for GPs, enabling smoother quarterly payments and fewer surprises.
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Bulk email campaigns: Send Carta CRM campaigns with live relationship data
CRM
June 2026
Bulk email campaigns: Send Carta CRM campaigns with live relationship data
Carta CRM's new campaign module lets IR and deal teams send bulk LP outreach without leaving their relationship platform.
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Run your ManCo budget with Claude for Excel
Fund Administration
June 2026
Run your ManCo budget with Claude for Excel
New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.
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