Search results

Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.

Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.

Carta Plugins for Claude bring your fund data directly into AI. Query cap tables, fund metrics, and portfolio data in plain language without leaving Claude. Access live data securely, run scenarios, and get instant answers.

Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.

The startup compensation market is bifurcating between companies that are AI-native and those that aren’t. For both groups, however, AI is changing the way executives think about how many people they need to hire, who they need to hire, and how those hires should be compensated.

Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.

Understand the function of the private secondary market and how companies can benefit from secondary liquidity and secondary market transactions.

Learn the fundamentals of equity investments, including how you structure the deal and the operational challenges of managing the asset throughout its lifecycle.

With the right support, private equity, private credit, and venture fund audits don’t have to be stressful or confusing. Learn about the annual fund audit process for private funds, including legal requirements and investor expectations.

Learn the nuances of middle market private equity, including deal segmentation, value creation strategies, and the infrastructure required to scale your fund operations.

Learn about the structure of PE compensation, including fund-level carried interest and portco equity plans, and how these components are funded, administered, and used to drive value.