FA Learning Lab Live - New York City

In this hands-on session with our product team at the Carta NY Office, we'll cover: Claude 101: A quick introduction to Claude, the AI that Carta built plugins for, and how it's changing the way fund managers and CFOs work. The Carta Plugins: A live walkthrough of the new capabilities Carta built for Claude — what you can now do and how to prompt your way to an AGM deck, a co-investor analysis, or an SOI artifact live in your terminal. Skill building: Hands-on time to practice prompting, explore use cases, and leave with tools you can use the same day. Sign up on your own, or invite your firm members to join. We're excited to see you there!