# 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.

## 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.