# 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.

## A live look at Carta's connected ERP

Join Carta leaders for a look at Q1 launches and upcoming releases, including our new CRM products.

[Watch now](/content/events/fund-admin-26-q1/index.html)

Click for sound

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**Run Fund of Funds with full look-through**\
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Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.](/content/product-updates/fund-of-funds/index.html)

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**Source and close deals faster with Deal CRM**](/content/product-updates/deal-crm/index.html) \
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**Run your fundraise end to end with LP CRM**](/content/product-updates/lp-crm/index.html) \
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**Portfolio data you can trace to the source**](/content/product-updates/data-collection/index.html)

### See what's next

Get product updates, new features, and tools—tailored for founders, investors, and fund managers—delivered to your inbox.

[Sign up now](/content/product-update-mailing-list/index.html)

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Fund Administration\
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July 2026\
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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.\
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View](/content/product-updates/one-to-many-reporting-data-collection/index.html)

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Fund Tax\
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July 2026\
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Share tax estimates with your LPs every quarter\
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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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View](/content/product-updates/share-tax-estimates-lp/index.html)

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CRM\
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June 2026\
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Bulk email campaigns: Send Carta CRM campaigns with live relationship data\
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Carta CRM's new campaign module lets IR and deal teams send bulk LP outreach without leaving their relationship platform.\
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View](/content/product-updates/bulk-email-campaigns-carta-crm/index.html)

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Fund Administration\
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June 2026\
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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.\
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View](/content/product-updates/manco-budget-claude-for-excel/index.html)

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Equity\
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June 2026\
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Generate custom reports with the Cap Table Plugin\
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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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View](/content/product-updates/custom-reports-cap-table-plugin/index.html)

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Fund Administration\
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June 2026\
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Portfolio holdings, now interactive in Claude\
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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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View](/content/product-updates/portfolio-holdings-claude/index.html)

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Fund Administration\
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June 2026\
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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.\
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View](/content/product-updates/waterfalls-exit-scenarios-claude/index.html)

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Fund Administration\
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June 2026\
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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.\
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View](/content/product-updates/ramp-bill-pay-reimbursements/index.html)

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Fund Administration\
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June 2026\
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Query your documents and attached files directly from Carta CRM\
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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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View](/content/product-updates/query-documents-carta-crm/index.html)

### See Carta in action

Take a guided tour of the platform built to manage ownership, raise capital, and run your firm—all in one place.

[Request demo](/content/demo/request/index.html) [Learn more](/content/tour/video/index.html)