From First Meeting to Final Close: The Power of a Connected CRM

Private capital firms have long managed two separate systems for two halves of the same business. The deals you're tracking, the LPs you’d like to close, and the bankers you're working with live in your CRM. But the data on the deals you've done and the LPs already invested live in your fund accounting platform.

These two systems have never talked — until now.

Carta’s ERP now includes a CRM purpose-built for private capital. Manage deal flow, LP relationships, and advisor networks on a single, AI-enabled platform, connected directly into the Carta ERP — linking relationship, deal, and fund performance data across your entire operation.

Watch this recording for a live product demo and discussion from Carta CEO, Henry Ward, and Head of CRM, Ihar Valodzin.

In this recording, you'll learn:

Why CRM and fund accounting belong in the same platform: Understand the structural gap that exists when relationship data and economic data live apart — and what becomes possible when they’re connected.
How Carta LP CRM works: Sync live fund metrics (IRR, TVPI, DPI) directly with investor touchpoints so your IR team can pitch with precision, manage your next raise with full context, and walk into every LP meeting knowing exactly what they've invested and what they've asked before.
How Carta Deal CRM works: Eliminate manual data entry with AI-powered sourcing tools, generate IC one-pagers in seconds, and connect your deal pipeline directly to your portfolio data in Carta.
What a connected ERP unlocks in practice: See economic and relationship data — pipeline and portfolio data — unified in one place, live inside the Carta ERP.

Featuring

Henry Ward
Chief Executive Officer‎‎
Carta

Ihar Valodzin
Director of Product Management
Carta

DISLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.