What it is
Carta Home is a live artifact in the Investors Plugin that shows your firm’s live fund data, the full skill directory and prompt recommendations, Carta product news, and customer stories, all in one place.
Why it matters
Until now, Investors Plugin users could only interact with Carta by chatting with Claude, whether they wanted to check fund performance, view capital activity, or learn about the latest updates. Carta Home replaces that manual back-and-forth with a consolidated dashboard, giving busy fund managers an efficient way to get the most out of the plugin and stay on top of its fast-growing functionality.
How it works
From Carta Home, you can see firm and fund-level data and fund performance benchmarking, get customized prompt recommendations and browse Carta’s full skill libraries, read product news and customer stories from other plugin users, and monitor in-progress capital calls and distributions, sending reminders to LPs. Get started by telling Claude to build Carta Home, and pin the live artifact to your sidebar for easy ongoing access. You’ll be prompted to update Carta Home whenever a newer version is available.
