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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.

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.

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.

Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.

Carta acquires ListAlpha and launches Deal CRM—a specialized AI-native CRM built for private capital investors to modernize and automate contact management, relationship mapping, and deal flow tracking.

Carta acquires ListAlpha and launches LP CRM—a specialized AI-native CRM built for investment firms to modernize and automate LP management, relationship mapping, and fundraising pipeline management.

Improve reporting confidence with the addition of qualitative metrics and the ability to track financial data.