What it is
Ask ChatGPT for your deals by stage, owner, or date. Find out who you know at a bank, advisor, or target company and who holds the strongest relationship there. After a call, tell ChatGPT what happened and it adds the note to Carta CRM.
Why it matters
You can move at the speed of your deals. Get an answer before your next call, and record the last one while it is fresh, keeping momentum from one conversation to the next.
Author: Ihar Valodzin
Ihar Valodzin leads the Carta CRM product, a deal-winning platform designed to help investment firms centralize their pipeline, manage contacts, and close faster. Prior to building Carta CRM, he spent several years in private equity at Mayfair Equity Partners and BC Partners, as well as strategy consulting at Bain & Co.
