For deal teams, data arrives by email. Teasers, information memorandums (IM), and pitch decks required the same manual chore: open the CRM, create a right record, fill in the fields, move to the next email. It’s repetitive tasks that’s easy to postpone and execute poorly when rushed.
The Carta CRM Email Agent eliminates that. Forward any deal email to agent@crm.carta.com and it creates or updates the right record, then replies with a plain-text summary of what it did.
From inbox to CRM record in one step
The agent reads forwarded emails and determines the right record type—deal, investor, contact, company, fundraising, or note—then extracts every applicable field and creates or updates the record in your CRM. After acting, it replies with a plain-text summary: what it created, which fields it populated, and any judgment calls it made. You can forward a teaser on the way into a meeting and have a complete record waiting when you sit down.
Query your deal relationships from anywhere
Ask CRM questions directly from your inbox. Type a question in the subject line, send it to agent@crm.carta.com, and get a structured answer before your next meeting—no login or dashboard required.
Ask which contacts your firm knows at a specific company, what a deal's current stage is, or which investors are tagged to an active fundraising.
Answers tuned to your firm’s data
The Email Agent draws on your firm's CRM configuration—how your fund structures deals, tracks contacts, and categorizes records—so its answers reflect how your team actually works. The responses reference your firm’s own relationship history, deal stages, and notes rather than generic output, making it more useful for firm-specific questions than a standalone AI assistant.
