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Adjust role, level, and location; track and see market pay updates instantly; compare multiple roles; and export results to Excel.

Analyze your co-investor network in Claude, with drill-downs by company and natural language Q&A on SPA data.

Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.

Learn everything you need to know about cap tables, from building your first one to managing company ownership as you prepare for fundraising and growth.

Introducing Carta Plugins for Claude: The future of private capital operations. Integrate your system of record directly into Claude to streamline reporting, modeling, and daily analytical workflows with mathematical precision.

Learn what relationship intelligence is, how it works, how it differs from a traditional CRM system, and how it becomes a competitive advantage in a difficult deal sourcing environment.

In recent quarters, seed-stage software valuations have been booming in San Francisco and New York. As a result, the gap between these two traditional startup hubs and the rest of the U.S. has been getting wider.

Effective management due diligence (MDD) can give private fund investors the much-needed edge in winning a must-have asset. Learn what MDD covers, how the process works, and how to prepare for evaluation.

Streamline your workflow with the new Carta CRM Chrome extension. Instantly access pipeline context, log leads, and manage contacts directly from your browser.

Entity management keeps your fund entities compliant, audit-ready, and organized across every jurisdiction. This guide provides everything fund managers need to know.

Forward deal emails or ask questions to agent@crm.carta.com—the CRM Email Agent creates records and replies with answers.