## Fund Administration

One-to-many reporting in Data Collection  
Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.

The AI-native PE CRM: What it looks like when your CRM gives you the AI edge  
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.

Inside the Carta CRM MCP server: From basic tools to a platform for building  
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.

Run your ManCo budget with Claude for Excel  
New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.

Ramp Bill Pay and Reimbursements now sync to Carta  
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.

Run waterfalls and exit scenarios in natural language with Claude  
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.