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Venture CapitalPrivate Equity
The future of private capital operations is here
Plugins for Claude
July 2026
The future of private capital operations is here
Introducing Carta Plugins for Claude: The future of private capital operations. Integrate your system of record directly into Claude to streamline reporting, modeling, and daily analytical workflows with mathematical precision.
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How relationship intelligence drives deal flow
Deal Flow
July 2026
How relationship intelligence drives deal flow
Learn what relationship intelligence is, how it works, how it differs from a traditional CRM system, and how it becomes a competitive advantage in a difficult deal sourcing environment.
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In seed-stage software valuations, SF and NYC are pulling away from the pack
Data & Research
July 2026
In seed-stage software valuations, SF and NYC are pulling away from the pack
In recent quarters, seed-stage software valuations have been booming in San Francisco and New York. As a result, the gap between these two traditional startup hubs and the rest of the U.S. has been getting wider.
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How management due diligence works in practice
Due Diligence
July 2026
How management due diligence works in practice
Effective management due diligence (MDD) can give private fund investors the much-needed edge in winning a must-have asset. Learn what MDD covers, how the process works, and how to prepare for evaluation.
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The importance of entity management in private funds
Fund Management
July 2026
The importance of entity management in private funds
Entity management keeps your fund entities compliant, audit-ready, and organized across every jurisdiction. This guide provides everything fund managers need to know.
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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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Not all boats rise with the AI IPO tide
Policy Newsletter
July 2026
Not all boats rise with the AI IPO tide
Plus, the SEC goes digital, and the Senate loses a giant.
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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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The Change Agents Briefing
Product Updates
July 2026
The Change Agents Briefing
Carta's AI release briefing: Rearchitecting private capital operations. Discover new LLM Plugins and AI tools for data automation.
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Interact with Carta data using the Round Benchmarking Tool
Data & Research
July 2026
Interact with Carta data using the Round Benchmarking Tool
Discover real-time insights on round sizes, valuations, and dilution with Carta's Round Benchmarking Tool. Tailor benchmarks by stage, sector, and region.
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Fund tax complexity: What your fund structure actually requires
Fund Tax
July 2026
Fund tax complexity: What your fund structure actually requires
Is fund complexity driving your tax strategy? Learn how aligning fund administration with tax operations reduces compliance risk, streamlines reconciliation, and ensures ongoing tax readiness.
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