Carta Cap Table Plugin is Live

We've launched the Carta Cap Table Plugin, which connects Claude directly to your live cap table data. Ask questions in plain English and get instant answers. No CSV exports. No app switching.

Once connected, try prompts like: "Who are my top shareholders by fully diluted ownership?" "What securities does [stakeholder name] hold?" "Summarize all outstanding convertibles and SAFEs."

The plugin works with Claude (claude.ai) and Claude Code  and every connection authenticated via your login credentials

We're starting with a small group of customers and expanding through Q2. Interested in early access? Comment ‘Beta’ in the thread below and we’ll share next steps. By reaching out, you agree to Carta's Privacy Policy.

Questions? Drop them in the comments.