Cap Table Plugin Learning Lab: Recap + Recording (Oct 14)

Thanks to everyone who joined our hands-on Cap Table Plugin Learning Lab! Here’s the recording and a quick look at what we covered.

What we covered

• Building a Cap Table Home in Claude with live ownership, share classes, round history, and option pool data

• Running equity queries like 409A valuation history and unvested shares by employee

• Combining multiple Carta reports into one searchable artifact

• Issuing option grants from a spreadsheet, with plan and document details pulled from Carta

Quick answers from Q&A

• Use the desktop app for the best experience with the plugin

• Data access follows your Carta permissions

• Updating stakeholder details like cost center from Claude is coming soon

Want to try it yourself? Follow the install instructions here: https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/

Join AI at Carta Curious how others are using AI with their equity work? Head to the AI at Carta space to share prompts, ask questions, and hear about new features and upcoming Learning Labs: https://community.carta.com/c/ai-at-carta