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Search Notes
Searches for and retrieves note records from the Carta CRM.
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Prepare For Meeting
Builds a one-page CRM-based briefing on your next counterparty meeting.
Search Companies
Searches for and retrieves company records from the Carta CRM.
Search Deals
Searches for and retrieves deal records from the Carta CRM.
Search Fundraisings
Finds fundraising records in the Carta CRM.
Search Reports
Runs a saved report in the Carta CRM and renders its rows as a table, using the.
Update Company
Updates an existing company record in the Carta CRM.
Update Contact
Updates an existing contact record in the Carta CRM.
Update Deal
Updates an existing deal record in the Carta CRM.