## CRM

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The AI-native PE CRM: What it looks like when your CRM gives you the AI edge
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Is your CRM a walled garden or a data layer? Discover how AI-native infrastructure helps private equity firms drive returns in deal origination and management.

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Inside the Carta CRM MCP server: From basic tools to a platform for building
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Learn how the Carta CRM MCP server uses the Model Context Protocol to create a programmable substrate for AI agents. Build reliable, production-grade workflows.

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Bulk email campaigns: Send Carta CRM campaigns with live relationship data
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Carta CRM's new campaign module lets IR and deal teams send bulk LP outreach without leaving their relationship platform.

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The best CRM for private equity in 2026
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Compare features, pricing, and benefits of top solutions like Carta, DealCloud, Affinity, and more to find the best CRM solution for your firm’s needs.

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Query your documents and attached files directly from Carta CRM
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Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.

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Carta CRM Plugin
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Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.