## Fund Administration

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One-to-many reporting in Data Collection\
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Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.](https://fund-forecasting@carta.com/product-updates/one-to-many-reporting-data-collection/)

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The AI-native PE CRM: What it looks like when your CRM gives you the AI edge\
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Is your CRM a walled garden or a data layer? Discover how AI-native infrastructure helps private equity firms drive returns in deal origination and management.](https://fund-forecasting@carta.com/blog/ai-native-pe-crm/)

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Inside the Carta CRM MCP server: From basic tools to a platform for building\
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Learn how the Carta CRM MCP server uses the Model Context Protocol to create a programmable substrate for AI agents. Build reliable, production-grade workflows.](https://fund-forecasting@carta.com/blog/inside-the-carta-mcp-server/)

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Run your ManCo budget with Claude for Excel\
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New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.](https://fund-forecasting@carta.com/product-updates/manco-budget-claude-for-excel/)

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Ramp Bill Pay and Reimbursements now sync to Carta\
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All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.](https://fund-forecasting@carta.com/product-updates/ramp-bill-pay-reimbursements/)

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Run waterfalls and exit scenarios in natural language with Claude\
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Run waterfall models and exit scenarios using natural language with Claude in the Carta Investors Plugin. Streamline complex investment math directly from your cap table.](https://fund-forecasting@carta.com/product-updates/waterfalls-exit-scenarios-claude/)