What's New in Product | Carta's Product Update Center
Product update center
One ERP for the full private capital lifecycle
See new launches across fund operations, CRM, data collection, and reporting, all unified on one platform.
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Join Carta leaders for a look at Q1 launches and upcoming releases, including our new CRM products.
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Fund Administration
July 2026
One-to-many reporting in Data Collection
Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.
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Fund Tax
July 2026
Share tax estimates with your LPs every quarter
Give your LPs earlier tax visibility. Carta’s new quarterly tax estimates automate reporting for GPs, enabling smoother quarterly payments and fewer surprises.
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CRM
June 2026
Bulk email campaigns: Send Carta CRM campaigns with live relationship data
Carta CRM's new campaign module lets IR and deal teams send bulk LP outreach without leaving their relationship platform.
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Fund Administration
June 2026
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.
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Equity
June 2026
Generate custom reports with the Cap Table Plugin
Generate custom equity reports with Carta’s Cap Table Plugin in Claude. Use natural language to filter and compute 18+ report types instantly.
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Fund Administration
June 2026
Portfolio holdings, now interactive in Claude
Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.
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Fund Administration
June 2026
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.
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Fund Administration
June 2026
Ramp Bill Pay and Reimbursements now sync to Carta
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.
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Fund Administration
June 2026
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.
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