Blog Overview

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Blog: All

Perform deeper spend analysis for your firm
Perform deeper spend analysis for your firm
The ManCo skill in the Investors Plugin now pulls vendor-level detail for deeper spend analysis, and infers the likely vendor from the journal memo if it isn't linked in the transaction.
Run custom return scenarios with the Fund Modeling microapp
Run custom return scenarios with the Fund Modeling microapp
Fund modeling is now a Claude microapp: Investors pull real Carta Fund Administration data into an interactive local web app to reprice deals, set reserves, and run "return the fund" math, with zero onboarding time.
Support for global valuation types in the Cap Table Plugin
Support for global valuation types in the Cap Table Plugin
Carta's Cap Table Plugin now reads UK valuation types as well as 409A valuations, including EMI, CSOP, and share price. Company admins outside the U.S. can now ask Claude about their valuation status and get an answer in the valuation's original currency.
Run a waterfall across your whole deal structure
Run a waterfall across your whole deal structure
The waterfall tool in the Investors Plugin now models proceeds across an entire deal group—every entity connecting a portfolio company to its owning funds—in a single run, in both Claude and the Claude plugin in Excel.
LP Fund Admin documents now surface in investor records
LP Fund Admin documents now surface in investor records
Capital call notices, distribution statements, and tax documents from Carta Funds now appear directly on each investor's CRM record.
Deliver your K-1s by March 15
Deliver your K-1s by March 15
Stop filing for tax extensions. Carta helps fund managers deliver K-1s by March 15 through automated workflows and expert CPA review. Streamline your tax season.
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