Today, we launch the Carta Plugins for Claude. Two months ago, we rolled out Claude Code and Claude Cowork for our entire company of 2,000 employees. We witnessed a Cambrian explosion of ideas as a result. And now the way we work at Carta has permanently changed. We know we’re not alone in this journey, as our customers are experiencing the same seismic shifts . The Carta Plugins are our answer to this revolution.
We're launching two plugins that bring Carta's most powerful data directly into our customers’ AI workflow, so they can ask questions, run scenarios, and surface insights without switching context. These plugins sit on top of existing systems of record in Carta today:the general ledger, entity structures, and bank data, as well as cap table information.
For users of our Cap Table Management products, including Investors, you can use our plugins to query, scenario model, and get responses on:
Issuance and ownership data by share class, voting rights, and liquidation seniority
409A and valuation history
Stakeholder information
Pro-forma financing round modeling
Waterfall and exit scenario analysis
For users of our Carta Fund Admin products, work directly with key fund data, including:
Investment data
Fund performance metrics
Fund accounting data
Partner information
Company-level tear sheets
Company financials and KPIs
Both plugins are live starting today, with a small group of customers. We'll be expanding capabilities—and the teams these plugins serve—rapidly through Q2. If you're interested in gaining access, reach out to plugins@carta.com. By submitting your information to plugins@carta.com, you agree to the terms of Carta's Privacy Policy.
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.
