Introducing Carta's Plugins for Claude

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
  Carta

• Ihar Valodzin
  Director of Product Management
  Carta

• Meghan Byrd
  Principal Product Manager, Data Collection
  Carta

• Patricia Vargas
  Lead Product Manager, Valuations
  Carta

• Webb Allen
  Group Product Manager
  Carta

• Cesar Ruiz
  Product Marketing Manager, Platform & AI
  Carta