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Use Carta with Bluedeer's AI assistant

Look up your fund and portfolio data.

What the assistant can do with Carta

Look up your fund and portfolio data.

Ask in plain words in any chat. When a request needs Carta, the assistant uses it for you, and its actions ask for your approval until you choose which can run on their own.

How to connect Carta

  1. Open Customization, then the Connectors tab.
  2. In Popular connectors, find Carta and select Connect.
  3. Sign in with your own Carta account on its page and approve. There is nothing to paste.
  4. Each person in the workspace connects their own Carta account the first time they use it. Only you can use the connectors you add.

Plans

Pro, Premium and Max for your personal workspace, and every shared workspace.

Compare plans

Try Carta with Bluedeer.

Start free, then move to Pro or a workspace to connect Carta.

Carta is a trademark of its owner. Bluedeer is not affiliated with Carta.