What it is
You can now configure notifications in Deal CRM and receive email alerts for events like contacts changing jobs, notes mentioning specific investors, or activity on deals you're leading.
Why it matters
GPs and deal principals receive timely updates on portfolio and fundraising activity. Each notification includes a direct link to adjust settings, so team members can reduce notification volume when needed.
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.
