Introducing Carta's Plugins for Claude

Every quarter, someone gets asked a cap table question they can't answer on the spot, rebuilds a valuation waterfall by hand, or loses track of a deal conversation that never made it into the CRM. The records were always there. Now Claude can act on them.

Carta's plugins connect straight to those same records, computing the cap table math, surfacing your fund's numbers, and organizing it all in your CRM. Claude takes what the plugin produces and puts it into spreadsheets, into a deck, or wherever else you need it next.

In this webinar, Carta’s Product team will walk through three plugins in action, what each one unlocks for Claude, and how that changes your day-to-day.

What you'll walk away with:

A clear, grounded picture of where AI actually fits across cap table and fund operations work today
Six demos, one clean workflow each:
- Prep a board update from your live cap table
- Track incentive equity across a multi-entity PE structure
- Build a Schedule of Investments and a board-ready AGM deck
- Pull your full co-investor picture from a library of SPAs
- Build a valuation waterfall in Excel on live Carta data, without leaving the workbook
- Capture a complete deal record in your CRM

Featuring

Annette Faynburd
Lead Product Manager

Ihar Valodzin
Director of Product Management

Meghan Byrd
Principal Product Manager

Patricia Vargas
Lead Product Manager, Valuations

Webb Allen
Group Product Manager

Cesar Ruiz
Product Marketing Manager, Platform & AI

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event 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 and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.