Private capital, intelligently connected
Carta’s platform brings unrivaled connectivity and AI-native power to private capital operations—from equity management and fund admin, to legal and compliance.
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Plug in. Skill up.
Carta Plugins embed deep equity and private capital expertise directly into Claude. Empower your team to query live books, model complex scenarios, and automate Cap Table, Fund Admin, and CRM tasks right inside your daily workspace.
Show me Fund II’s Schedule of Investments.
Carta's Investor Plugin creates one source of information for all of our fund-level, LP, and portfolio company information. The consolidation brings us closer to our goal of shifting otherwise time-consuming task work to Claude. All the information we need is up-to-date and accessible so Claude can automatically perform a wider range of work.
Our Foundation
The Carta difference
Total command
Gain real-time visibility and control of data and workflows—from a single investment to an entire fund structure—on one easy-to-use platform.
Agentic intelligence
Supercharge productivity and accuracy with context-aware agentic monitoring, proactive orchestration, and process automation.
Strategic modeling
Extract powerful interconnected insights that help you quickly model new scenarios, formulate winning strategies, and make smarter decisions.
Confidence & compliance
Enjoy enhanced data accuracy and traceability—and less time chasing errors—which means smooth and assured report, audit, and tax processes.
End-to-end collaboration
Keep everyone in sync with frictionless workflows and comms between firms, companies, investors, partners, and every player in between.
World-class expertise
Tap into Carta’s bench of seasoned pros—fund admins, tax experts, analysts and more—who deliver unmatched knowledge to inform decision-making.
