Carta Investors Plugin

Author:

Annette Faynburd

|

Read time:

1 minute

Published date:

April 8, 2026

Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.

What’s new

The Carta Investors Plugin brings all your fund's data into Claude—so your team can analyze, report, and act on it through natural conversation.

Ask complex questions across your entire portfolio: which companies are outperforming on MOIC, how your fund TVPI compares to peers in the same vintage, what your LP contribution and distribution history looks like by investor, or what your legal fees were by entity as of the latest reporting period. The plugin queries your live Carta data and returns structured answers.

The plugin allows you to build custom reports and automate recurring workflows. You can combine fund metrics, investor data, and portfolio performance into formatted outputs and run them on demand without manual data pulls each time, even directly in Excel. It also supports creating annual general meeting (AGM) materials and similar presentations, extracting your firm's branding and style from your website so that generated decks reflect your firm’s visual identity from the start.

Why it matters

Investment teams spend significant time assembling data for LP reporting, regulatory filings, and portfolio reviews. The Investors Plugin keeps that work in one place, connected to your live Carta data, consistent across your team, and repeatable without starting from scratch each cycle.

How it works

Follow these instructions to install the Investors Plugin for your team, and authenticate with your Carta account credentials. Access the built-in tutorial during your first interaction to walk through some example use cases including fund benchmarking, LP meeting prep, and tear sheet generation. See additional sample use case ideas here.

Annette has more than 10 years of experience in fintech and banking. Annette is a Product Lead for Carta's Data Warehouse and API platforms, helping drive ecosystem connectivity and streamlining data access for customers.