Carta set out to rearchitect private capital. We’re bringing public market efficiency to the private markets, now accelerated by AI. We’re fueling the transformation of private capital operations with technology untethered by the confines of a web interface. We’re meeting our builders, operators, and funders where they are. Our suite of headless products joins the ERP product suite to enable automation, innovation, and alpha. We are the change agents of private capital.
Today we're launching a weekly release digest to pull back the curtain on this journey. Every week, we’ll share exactly what we’re building, how it works, and what’s coming next. You’ll also get a look at how our internal teams are using these AI-first tools to verify data with even greater speed and accuracy. The Change Agents Briefing is your window into how we're rethinking processes and experiences to support this new era of productivity.
April 30, 2026
AI tools for customers
In April we launched three Claude Plugins that bring Carta data directly into your AI workflow, so you can ask questions, run scenarios, and surface insights without switching context. Each plugin is a package of skills—reusable commands trained on Carta's data models and workflows—that you can use natively in Claude, instead of the Carta platform, allowing you to interact with live systems of record in natural language. Learn how to gain early access in our blog post.
Cap Table Plugin | April 8
As a cap table product user, including investors, you can query ownership data, retrieve valuation history, model waterfall or exit scenarios, and more.
Read more about the Carta Cap Table Plugin.
Investors Plugin | April 8
Work directly with your fund’s investments, performance, and accounting data to analyze investment performance, generate company tear sheets and produce boardroom-ready slides.
Read more about the Carta Investors Plugin.
CRM Plugin | April 9
Manage deal and fundraising workflows in Claude or ChatGPT, retrieving and editing investors, companies, contacts, deals, notes, and fundraising data.
Read more about the Carta CRM Plugin.
Carta CRM Granola Integration | April 13
AI notetaker Granola now integrates with Carta CRM to sync your meeting notes and action items with company and contact records in Carta—after every call.
Document Intelligence for SPAs | April 13
AI-powered processing of Stock Purchase Agreements (SPAs) turns your PDFs into structured data, extracting 150+ fields and providing instant traceability. Query and analyze data via the Carta Investors Plugin or directly in data warehouse.
Read more about Document Intelligence for SPAs.
Customer feedback
Delta-v | April 16
Kyle Rogers, COO at venture capital firm Delta-v, tested the Carta Investors Plugin on two specific workflows: LP tear sheet generation and Form ADV inputs.
Without the plugin, Rogers recently used Claude to complete the firm’s Form ADV, feeding it financial statements from Delta-v’s 26 funds one by one. With the plugin, Rogers could submit a single prompt in Claude and achieve the same output. “It blew me away,” said Rogers.
Internal transformation
Earlier this year, we rolled out Claude to the entire company. Within weeks our center of gravity moved from disparate systems to the Command Line Interface (CLI). We’ve built and launched Carta CLI to our internal teams to allow them to access Carta through Claude.
We've been holding offsites for every major product area, including onboarding, liquidity, valuations, expenses, and fund tax to help our teams rearchitect their workflows for an AI-native future. At these offsites, our R&D and delivery teams are examining current processes, reimagining them, and building the commands and skills we need to unlock state change.
As a result, cash reconciliation now happens via the CLI, with Claude processing transactions in advance and batching by confidence level to improve team efficiency. On fund tax, internal teams can run quality assurance checks on an entity’s tax returns from their Claude instance. Carta's CLI functionality operates entirely within Claude's secure environment—your data does not leave the system and is never exposed externally.
Why does this matter to you?
First, because everything we build in the CLI, will eventually be available to you via the Carta Plugin. We’re stress testing and hardening these agentic loops internally before promoting, giving you more confidence.
Second, because you might be thinking about how you get started on an AI transformation within your organization. We can’t stress enough how valuable it is to get everyone in the same room brainstorming, building, testing, and iterating. It’s a game changer!
Up next
Valuations, GP entity, and waterfall features are coming to the Investors Plugin
AI-powered data extraction for additional document types, included LPAs
Additional integrations between Carta CRM and AI notetakers, including Zoom AI Companion, Microsoft Teams
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2026 Carta. All rights reserved. Reproduction prohibited.
