# 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](https://fund-forecasting@carta.com/uk/en/events/fund-admin-26-q1/)

Click for sound

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/one-to-many-reporting-data-collection/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/share-tax-estimates-lp/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/bulk-email-campaigns-carta-crm/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/manco-budget-claude-for-excel/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/custom-reports-cap-table-plugin/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/portfolio-holdings-claude/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/waterfalls-exit-scenarios-claude/)

**Ramp Bill Pay and Reimbursements now sync to Carta**  
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/ramp-bill-pay-reimbursements/)

**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.  
[View](https://fund-forecasting@carta.com/uk/en/product-updates/query-documents-carta-crm/)

Take a guided tour of the platform built to manage ownership, raise capital, and run your firm—all in one place.  
[Request demo](https://fund-forecasting@carta.com/uk/en/demo/request/) [Learn more](https://fund-forecasting@carta.com/uk/en/tour/video/)