In partnership with
Was this email forwarded to you? Sign up here
Fund Admin MCP. The Big Unlock
Carta, the Fund Admin, used by many in the VC & PE industry, just released their MCP.
This is the big unlock, the data that everyone wants access to, and now you can use it freely within Claude.
From investor reporting to investor outreach, to automations, the only thing holding back more AI usage is your creativity.
What will Social Leverage use it for?
How much of XYZ company do we own?
Who else on the cap table owns more than 10%?
Looking at the fund of funds, how much is the distribution from Manager X?
Can we run a monthly report that is fully automated, pulling Carta data based on any valuation changes?
Which investors in Fund III are also investors in Fund V, and can we cross-check with our CRM to see how many of them live on the East Coast?
While traveling, and walking down the street to a meeting, using WisprFlow with the Claude App, “Tell me the top 10 investors in Fund IV, how much they invested, and if they are invested in any of our other funds.”
Every day, a new MCP is released. Every day, I talk to someone, and we wonder whether we will ever use a login again. Is the front end dying? Is it already dead?
I truly think the only thing holding back more AI & more automation is your own creativity and ideas!
The SpaceX IPO is Coming? Are you ready?
Most retail investors will hear about the SpaceX IPO only after it's too late. And by the time the headlines hit, the volatility has already begun.
This exclusive briefing covers the early signals Wall Street is watching right now, the access paths most people don't know exist, and why the window to prepare is narrower than you think.
Inside, you'll discover the verified signals that typically appear before a major IPO filing, what retail investors can legally access before a company goes public, and the positioning strategies serious investors evaluate before the market shifts. Don't wait for the news to break—get the data you need today.