# 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.

## How it works

## 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.

3v%CLIENTS ONBOARD IN UNDER 2 WEEKS

X~!cash transactions auto-reconciled

C7bcap calls set up within 24 hours

## 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 AI 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, visualize, 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.

## 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.