Your Schedule of Investments is now available as an interactive artifact in Cowork—sortable, filterable, and searchable, with a fund dropdown that lets you move between every fund in the firm without leaving the view.
How it works
Powered by the Carta Investors Plugin, the SOI artifact loads every fund in your firm into a header dropdown. Switching funds triggers a fresh query against the Carta Data Warehouse, so the holdings table reflects current records each time. For portfolio managers running multiple funds, the dropdown makes cross-fund portfolio review a continuous workflow, allowing you to compare positioning across vehicles without restarting a conversation or navigating away.
Invoke it by fund name ("Show me the SOI for Acme Ventures Fund III"), by intent ("What is [Fund] invested in?" / "What are [Fund]'s holdings?"), or at the firm level ("Show me the SOIs for Acme Capital"). The Cowork Artifact opens in the sidebar and stays persistent throughout your session.
