Carta CRM

Publisher description

From the marketplace listing

Carta CRM brings a private-markets deal team's CRM into ChatGPT. Ask about the deal pipeline and see deals by stage, owner, or date; find the people you know at a bank, adviser, or target company, filtered by current employer, title, industry tag, or location; see who holds the strongest relationship at a firm and when the next meeting with them is; read interaction and note history for a contact, company, or deal; and record what happened by adding notes or updating a record after a call. Results for searches and record lookups render as interactive Carta CRM tables and profile cards. The app reaches Carta CRM data only — it does not cover cap table or fund administration.