Blog Overview

See all of our blog posts in all categories by date.

Blog: All

Run your ManCo budget with Claude for Excel
Run your ManCo budget with Claude for Excel
New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.
Run waterfalls and exit scenarios in natural language with Claude
Run waterfalls and exit scenarios in natural language with Claude
Run waterfall models and exit scenarios using natural language with Claude in the Carta Investors Plugin. Streamline complex investment math directly from your cap table.
Portfolio holdings, now interactive in Claude
Portfolio holdings, now interactive in Claude
Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.
The Change Agents Briefing
The Change Agents Briefing
Carta's AI release briefing: Rearchitecting private capital operations. Discover new LLM Plugins and AI tools for data automation.
Ramp Bill Pay and Reimbursements now sync to Carta
Ramp Bill Pay and Reimbursements now sync to Carta
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.
The best CRM for private equity in 2026
The best CRM for private equity in 2026
Compare features, pricing, and benefits of top solutions like Carta, DealCloud, Affinity, and more to find the best CRM solution for your firm’s needs.
Want to see how Carta works?
Request a demo