Recap: Cap Table Plugin Learning Lab (Nov 12)

Thanks to everyone who joined our hands-on Learning Lab on using the Carta Cap Table plugin with Claude. Missed it? Watch the recording here:

Highlights

  • Setup basics: the Carta connector and plugin give Claude access to your real cap table data. Claude handles the reasoning and Carta supplies the numbers.

  • Cap Table Home: a live page in Claude showing fully diluted ownership, round history, option pools, and stakeholders. It refreshes on its own and shows what’s new.

  • Reporting: combine multiple Carta reports into one searchable page and export to Excel. Attendees noted this helps with audit prep.

  • Issuing equity: create ISO option grants from Claude, including in bulk from a spreadsheet.

  • Corrections: reverse a termination or cancellation, with permission checks on anything that writes data.

Try it yourself: start with “show me our 409A valuation history” and build your Cap Table Home. Share what you find in the comments below.

Cap table plugin x Claude Foundations (2).pdf