Case Study: Delta-v Capital saves time and cuts costs with Carta Plugins for Claude

Delta-v Capital saves multiple days a year with Carta

Delta-v Capital, a venture capital firm, faced the challenge of managing data across multiple disconnected systems for its 28 funds with a small team. This manual process for quarterly reporting and valuations was time-consuming and required extensive cross-checking for accuracy. To advance its AI roadmap, the firm turned to Carta and its Carta Plugins for Claude product to consolidate its data and automate workflows.

By implementing Carta Plugins for Claude, Delta-v Capital built bespoke AI skills that pulled real-time data directly from Carta's Fund ERP. This solution automated tasks such as preparing quarterly reports and conducting valuations, which previously took weeks. Carta's integration saved the firm multiple days of manual work, empowered them to build additional compliance tools, and allowed the team to focus on higher-value strategic thinking.

Delta-v Capital