What it is
The Carta Investors Plugin now includes an AGM Deck Builder skill. Point it at a firm and get a complete, branded deck assembled from Carta Fund Admin data: investment and fund performance, financing history, LP summary, and portfolio company KPIs across 20 or more slides. The deck follows a best-practices template built from patterns across Carta’s 2,000+ customer base. Carta automatically pulls the firm’s logo, colors, and fonts from their website and applies them to the deck.
Why it matters
GPs and fund ops teams can turn Carta data into an AGM-ready deck in minutes instead of days spent pulling figures and formatting slides by hand. After the first draft, ask Claude to adjust a slide or reword a section.
How it works
Two agents run in tandem: one builds the brand board from the firm’s own website, the other populates every slide with the right data from Carta. Every deck includes an audit trail linking back to the underlying saved queries. The output is plain HTML, so you can keep iterating with Claude after the first draft.
