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CRM

The AI-native PE CRM: What it looks like when your CRM gives you the AI edge
The AI-native PE CRM: What it looks like when your CRM gives you the AI edge
Is your CRM a walled garden or a data layer? Discover how AI-native infrastructure helps private equity firms drive returns in deal origination and management.
Inside the Carta CRM MCP server: From basic tools to a platform for building
Inside the Carta CRM MCP server: From basic tools to a platform for building
Learn how the Carta CRM MCP server uses the Model Context Protocol to create a programmable substrate for AI agents. Build reliable, production-grade workflows.
Bulk email campaigns: Send Carta CRM campaigns with live relationship data
Bulk email campaigns: Send Carta CRM campaigns with live relationship data
Carta CRM's new campaign module lets IR and deal teams send bulk LP outreach without leaving their relationship platform.
The best CRM for private equity in 2026
The best CRM for private equity in 2026
Compare features, pricing, and benefits of top solutions like Carta, DealCloud, Affinity, and more to find the best CRM solution for your firm’s needs.
Query your documents and attached files directly from Carta CRM
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.
Carta CRM Plugin
Carta CRM Plugin
Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.