What it is
You can now review and act on capital calls and distributions with the Carta Investors Plugin. The review panel shows the amounts for each investor, previews of investor notices, as well as payment and delivery details. You can approve the activity or leave a note requesting changes, which goes directly to the Carta team.
Why it matters
Take action on capital activity where you prefer to work, whether it's Claude or the Carta web app. All the same checks and approvals are built in, so you can release capital activity with confidence.
How it works
Available in Claude Desktop with the Carta Investors Plugin installed.
Author: John Hoffman
John Hoffman is a Lead Product Manager based in San Francisco. He leads product for Carta's suite of Limited Partner (LP) experiences, SPV formations, and Financial Reporting.
