Carta released the Carta Investors Plugin for Claude, which changed customers' day-to-day workflows by pulling data points, shaping LP insights, and taking a day for quarterly reconciliation instead of a week.

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Videos like this are why I love working at Carta. We asked three customers how the Carta Investors Plugin for Claude changed their day-to-day: one prompt pulling every d…

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Company

Carta

We make private markets as connected as public ones.

Industry
Software Development
Location
San Francisco, US
Company size
5,001–10,000 employees

About Carta

Carta powers interconnectivity in private markets — uniting data, people, and workflows in one connected system. We connect founders, investors, and limited partners through software purpose-built for private capital. Trusted by 50,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 8,500+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance and Best Workplaces in the Bay Area lists, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, Inc.'s Fastest-Growing Private Companies list, and is certified as a Great Place to Work for 2025-2026 (3 years running!). For more information, visit carta.com.

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