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Carta

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.

View in the Claude registry
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 visible.

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

Claude Discoverability Score

Live · refreshed daily. Last refreshed

Carta in Private Capital Portfolio Operations

25/100
Buried

#3of 17competitors

Shown to buyers in 25.0% of contested Runs.

How this score is measured
Improve your score Talk to our team

What we measure

One core score. Three important factors to discoverability.

  • Picked

    · 25/100
    Sets the score

  • Found

    · 15/100
    Diagnostic

  • Positioned

    · 45.5/100
    Diagnostic
Primary Subcategory

Competing in Claude Private Capital Portfolio Operations

View Category
#3 of 17ranked by public Discoverability Score
Primary Subcategory
1AngelList54/100
2PitchBook Premium42/100
3Carta25/100
4Hanover Park25/100
5Chronograph12/100
Score explained

What does 25/100 mean?

25 is Carta's rounded picker appearance rate. It appeared in the connector picker, or Claude invoked it directly, in 25% of contested conversations. All three measures are important to discoverability: Picked determines the headline score, Found shows how often Claude found Carta in connector search, and Positioned shows where it appeared in the picker.

InvisibleBuriedEmergingCompetitiveWinning

Carta is 15 points from Emerging.

FoundDiagnostic

Whether Claude found your Connector in connector search. It must be Found before it can reach the picker, but the score counts picker appearances—not search results.

PickedMain score

How often your Connector appeared in the picker, or Claude invoked it directly, across contested conversations. This percentage is the Discoverability Score; the headline number is rounded.

PositionedDiagnostic

What position your Connector appeared in when it was shown in the picker. This shows prominence, but it does not affect the score.

Read the full scoring methodologyRecommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.
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 2026-08-14, Carta competes with AngelList, PitchBook Premium, Hanover Park, Chronograph, Google Drive, Airtable, FMP, Smartsheet, Lumonic, Arkar, Atominvest MCP, Clockwork, Dynamo, 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 2026-08-14, Carta ranks #3 of 17 in Claude Private Capital Portfolio Operations with a Discoverability Score of 25/100 (Buried).

Where is this profile measured?

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