AI BY CARTA
Where data reigns
In the high-stakes world of private capital, being “AI-powered” alone isn’t good enough.
That’s why Carta’s AI connects over a decade of deep industry context with your entire dataset – unlocking unprecedented insight, accuracy and security.
Now, that’s real intelligence.
Source of truth, meet system of action
Carta combines a rich, interconnected foundation of data into real-time contextual understanding, driving private capital’s most complex operations with unrivaled precision and security.
System of record
It starts with a deep layer of auditable data, from the cap table of a single company to the general ledger of a fund.
Contextual logic
Fueled by the system of record, Carta’s AI forms a cognitive layer that understands the "why” that drives complex workflows.
Intelligent action
With this contextual awareness, Carta turns simple actions – an email, a Slack – into robust skills like custom cap calls, equity pickups and more.
Purpose-built for how you work
Everywhere, all at once
Right from the tools you already use, put Carta’s intelligence to work – all without ever switching platforms.
- Carta web portal
Experience AI enhancements throughout Carta's core platform.
- Native Al interfaces
Run complex workflows from Claude, ChatGPT, Gemini and more.
- Communication platforms
Trigger entire multi-step operations with a single email, Slack or DM.
Work in Claude
The Carta Investor Plugin creates a secure handshake with your AI platform, unlocking deeper insights into fund performance by letting you query, visualise and benchmark your data.
Work in Carta
The Data Warehouse connects everything from IRR to LP exposure and fund performance, letting you query your portfolio like it’s a human partner – all in natural language.
Change Agents Briefing
Your data, in your control
Discover how Carta’s intelligence is engineered on a foundation of privacy, security and trust.
Security
Carta leverages enterprise-grade AI, in a closed SOC 2 environment with strict contractual protections. In other words: Your data stays private, internal and never used to train models.
Human-in-the-loop
With Carta agents conducting 24/7 health checks in the background, the last mile belongs to experienced human experts – ensuring precision at scale-friendly speed.
Auditability
Beyond the empty promise of an “AI-powered” wrapper, Carta’s intelligence sits atop a foundation of rich and auditable data. The result: Always-on compliance and accuracy.
