Carta Home
Your home base for fund data, plugin updates and news.
Dashboards
Schedule of investments dashboard
A full schedule of holdings with shares, value and gain / loss.
FUNDS
FUND
VALUE
GAIN/LOSS
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Fund performance dashboard
Dashboard of IRR, MOIC, TVPI, DPI and other metrics across funds.
What to try next
Use my firm's tear sheet template and generate tear sheets for this quarter
Show me my firm's balance sheet as of this month
What is our regulatory AUM
Compare YTD actuals against the budget
What's new
New
Consolidating P&L
Generate a firm-wide income statement across all entities — with budget vs. actual variance and executive summary tab — in one command.
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New
AGM Deck Builder
Auto-generate a branded annual meeting deck from your live fund data — NAV, TVPI, portfolio highlights, LP base — with your firm's colors and logo.
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Updated
Portfolio Valuations
Run valuations across your entire portfolio in one pass — auto-select comparables, compute GPC multiples, and push results back to Carta.
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Plugin news
Webinar
Live webinar: AI-native fund admin workflows
See how fund admins are cutting reporting time in half with Claude and Carta.
Watch recording →▶
Video
Getting started with the capital activity plugin
A quick walkthrough of creating cap calls and distributions end-to-end.
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Story
Internal transformation: AI at the core
How one CFO restructured their team's workflows around Claude and Carta plugins.
Read more →
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