## Fund Administration

*One-to-many reporting in Data Collection*

Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.

*The AI-native PE CRM: What it looks like when your CRM gives you the AI edge*

Is your CRM a walled garden or a data layer? Discover how AI-native infrastructure helps private equity firms drive returns in deal origination and management.

*Inside the Carta CRM MCP server: From basic tools to a platform for building*

Learn how the Carta CRM MCP server uses the Model Context Protocol to create a programmable substrate for AI agents. Build reliable, production-grade workflows.

*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.

*Ramp Bill Pay and Reimbursements now sync to Carta*

All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.

*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.