Access 119 Carta CRM tools in ChatGPT with the Carta CRM plugin

Investment and deal teams spend their days moving between conversations, diligence, and decisions—not updating CRM records. But when valuable context lives across hundreds of companies, contacts, meetings, and notes, finding the right information can take longer than making the decision itself.

Carta is introducing the Carta CRM plugin for ChatGPT, where your team can ask questions, update deals, create notes, and surface relationship intelligence directly from ChatGPT.

Whether you're preparing for an IC meeting, reviewing pipeline, or coming out of a management presentation, your CRM becomes conversational. 

Ask your CRM anything

The plugin searches your Carta CRM and returns relevant companies, deals, contacts, activities, and notes—giving you answers in seconds instead of minutes.

Prepare for any investment committee meeting and ask

• What do we already know about this company?

• Who on our team has met this management team before?

• What concerns were raised during diligence?

• Which deals are currently stalled?

Accelerate decision making and strategy

• Summarize everything we know about Atlas Software.

• Which industrial companies are currently in exclusivity?

• Show me all platform investments with EBITDA above $25 million.

• Which portfolio companies haven't had a board meeting note added this quarter?

Turn meeting conversations into structured CRM updates

After a diligence call or management meeting, simply describe what happened in natural language:

"Add a meeting note for Apex Manufacturing. Management expects revenue growth of 18% next year, customer concentration remains the biggest diligence risk, and we'll schedule a plant visit in August."

Teams can also:

• Create new companies and opportunities

• Add contacts and management teams

• Update deal stages

• Log meetings and activities

• Capture investment memos and diligence observations

Your CRM stays up to date as a byproduct of your work—not an additional administrative task.

Prepare for investment committee faster

Investment decisions depend on context accumulated over weeks or months. With the Carta CRM plugin, investment professionals can quickly retrieve:

• Previous management meetings

• Historical diligence findings

• Internal investment discussions

• Relationship history

• Comparable opportunities

• Recent deal activity

Instead of piecing together information from multiple records, ChatGPT assembles the relevant context into a concise summary—making IC preparation significantly faster.

Surface relationship intelligence

Relationships drive sourcing.

Before reaching out to a founder, executive, banker, or advisor, you can ask:

• Who at our firm knows Jane Smith?

• How have we interacted with Northbridge Capital?

• When was the last time someone met this CEO?

The plugin surfaces previous interactions, notes, and relationship history so every conversation starts with context.

Keep your pipeline moving

Managing pipeline shouldn't require building reports every morning.

The Carta CRM plugin can help teams quickly answer operational questions such as:

• Which deals haven't been updated in the last two weeks?

• Which opportunities are waiting on diligence?

• What investments are expected to reach IC this month?

• Which opportunities are owned by each investment professional?

Instead of clicking through dashboards, teams can ask these questions conversationally and immediately identify where follow-up is needed.

Built for modern investment teams

The Carta CRM plugin combines the structured data of your CRM with the flexibility of natural language.

Rather than replacing existing workflows, it makes them dramatically faster:

• Search deals, companies, contacts, and notes conversationally

• Create and update CRM records from ChatGPT

• Capture meeting notes without manual data entry

• Prepare for investment committee with complete deal context

• Surface relationship intelligence across your firm's network

• Keep pipeline data accurate with less administrative work

For private equity teams, the result is simple: less time searching for information, more time evaluating investments and building relationships.