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.

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Run Fund of Funds with full look-through
Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.](https://fund-forecasting@carta.com/uk/en/product-updates/fund-of-funds/)

Source and close deals faster with Deal CRM](https://fund-forecasting@carta.com/uk/en/product-updates/deal-crm/)

Run your fundraise end to end with LP CRM](https://fund-forecasting@carta.com/uk/en/product-updates/lp-crm/)

Portfolio data you can trace to the source](https://fund-forecasting@carta.com/uk/en/product-updates/data-collection/)

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