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Carta

The connected ERP for private capital

Category
Sales & CRM
Primary Subcategory
Private Capital Portfolio Operations
View in the Claude registry
Integration details

Description

Access cap table and investor data directly to your AI workflow. Cap table customers can pull cap table ownership, 409A valuations, and stakeholder details. Model pro-forma rounds and analyze exit scenarios. For investors, access investment metrics, fund performance, accounting data, and company financials instantly. Ask questions, run scenarios, and uncover insights without context switching—your Carta data remains secure and integrated.

Integration type
Connector
Verification status
Verified connector
Platform
Claude
Category
Sales & CRM

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Private Capital Portfolio Operations

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
Private Markets, Deals & Expert Networks

Other Subcategories where the Integration is listed.

Brand
Carta
Access
Account required
First tracked
2026-05-13
Tool count
9
Geography
US

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Claude Discoverability Score

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Carta in Private Capital Portfolio Operations

30/100
Buried

#2of 21competitors

Shown to buyers in 30.0% of contested Runs.

What we measure

One core score. Three important factors to discoverability.

  • Picked

    · 30/100
    Sets the score

  • Found

    · 21.1/100
    Diagnostic

  • Positioned

    · 80.1/100
    Diagnostic
How this score is measured

Carta organic discovery report

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See how Carta appears in Private Capital Portfolio Operations, where it ranks, and how it compares with the wider Claude Connector ecosystem.

01

Your snapshot

Carta's score and Private Capital Portfolio Operations position

02

Industry report

State of Agent Discovery

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Primary Subcategory

Competing in Claude Private Capital Portfolio Operations

View Category
#2 of 21ranked by public Discoverability Score
Primary Subcategory
1Hanover Park52/100
2Carta30/100
3Datasite22/100
4Addepar MCP22/100
5AngelList13/100
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

9 tools agents can invoke

Carta FAQ
How do I improve a Verified connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Carta alternatives on Claude?

As of 2026-09-28, Carta competes with Hanover Park, Datasite, Addepar MCP, AngelList, PitchBook Premium, Ideals, Google Drive, Clear Street, Lumonic, HubSpot, Chronograph, Arkar, Atominvest MCP, Clerky, Clockwork, Dynamo, Further, Mantle Portal, SeedLegals, Slice in Claude Private Capital Portfolio Operations, ranked by public Discoverability Score.

Where does Carta rank in Private Capital Portfolio Operations on Claude?

As of 2026-09-28, Carta ranks #2 of 21 in Claude Private Capital Portfolio Operations with a Discoverability Score of 30/100 (Buried).

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.