Learn what investor records are, how to navigate the module, and how to add and manage your LP directory.

Investors vs. Contacts vs. Fundraising: What's the difference?

The Investors module is exclusive to LP CRM. It is not available in Deal CRM configurations.

An investor record in Carta CRM represents a fund, entity, or organization that has (or may have) an LP relationship with your firm — for example, a pension fund, family office, endowment, or fund-of-funds. Investor records track the entity, not the individual. The person who manages that relationship on their side is a Contact.

Here is how the three related record types differ:

Record Type	What it represents	Typical use
Investor	A fund, entity, or institution (LP)	Track the organization and its commitment data
Contact	An individual person	Track the people who represent that LP
Fundraising	A fundraising pipeline opportunity	Track where an investor is in a raise

Navigating the Investors module

To access Investors, navigate to:

Carta CRM › Investors

The module opens to the All investors view — a table of every investor record in your workspace. The left sidebar shows your default view and any saved reports your team has created. Use the search bar, Columns, and Filters controls to find and slice your data.

Key navigation elements

All investors (left panel): The default view showing your full investor directory. The record count appears next to the label.
Reports (left panel): Saved views with custom column sets and filters applied. Create a report by configuring your columns and filters, then clicking Save as Report in the top right.
Search bar: Search by keywords across investor names. Results update in real time.
Columns: Click the Columns button on the right edge to show, hide, or reorder fields in the table. Default columns include Investor, Last Enriched, Location, Industry, Employees, and Founded.
Filters: Click the Filters button on the right edge to narrow the table by field value — location, industry, or any custom field your firm has configured.
+ Add: Creates a new investor record. Available in the top right of the module.
Save as Report: Saves the current column and filter configuration as a named report in the left sidebar.

Adding an investor

To add an investor in Carta CRM:

Go to Investors: Select Investors from the left navigation.
Click + Add: Select the button in the top right. A modal will open with a search field.
Search for the investor: Type the investor's name or keyword. The dropdown returns matching investor entities — each shown with their logo and domain — as well as matching Contacts, since an individual contact can also serve as an investor (e.g., a high-net-worth individual).
Select the result: Click the correct match. Carta will pre-populate available fields from enrichment data — location, industry, employees, founded, website, and more.
Review and complete the record: The modal opens with the populated fields. Fill in any additional details across the available sections — Business, Comments, Investor Details (Status, Account Type, Investment AUM, Organization Type, Contacts, Primary Owner), and any custom sections your firm has configured.

The record is created automatically when you select a result or confirm your entry. Click View investor to open the full record, or Close to return to the investor list.

Editing an investor

To edit an investor:

Open the investor: Go to Investors and click the investor's name to open the record.
Click any field to edit: Fields are inline-editable. Click a value to enter edit mode — for example, click Location to update it, or click Tags to add or remove tags.
Make your changes: Click any field to update it. Changes save automatically as you edit. Update fields across any section: Business (location, industry, employees, founded, website, tags, about), Comments, or Investor Details (status, account type, investment AUM, organization type, contacts, primary owner).

Changes to investor fields save automatically as you edit — there is no separate Save button on the record. The record updates in real time as you make changes.

The investor record is organized into tabs across the top:

Investor: The main record with all field sections.
Relationships: Linked contacts associated with this investor.
Fundraising: Fundraising opportunities linked to this investor.
Notes: Notes linked to this investor record.
Attachments: Files attached to this investor record.
Activity: A timestamped log of all changes made to the record.

Investor fields reference

Carta CRM organizes investor data into two categories: default fields built into every LP CRM workspace and custom fields configured by your firm during implementation. Enrichment is triggered by the investor domain — when a domain is present, Carta automatically populates location, industry, employees, founded, and about.

Native fields

These fields are available on every investor record without any configuration required.

Field	Description	Notes
`investorName`	The name of the LP entity or fund	Required
`investorDomain`	The investor's website domain	Default field. Triggers enrichment when present — do not include http://www.
`comments`	Rich text notes field on the investor record	Default field. Supports bold, italic, lists, headers; visible to all workspace users
`location`	City and country of the investor's primary office	Default field. Populated via enrichment when domain is present
`industry`	The investor's sector classification	Default field. Populated via enrichment when domain is present
`employees`	Approximate headcount of the investor organization	Default field. Populated via enrichment when domain is present
`founded`	Year the investor entity was founded	Default field. Populated via enrichment when domain is present
`tags`	Free-form labels for categorization across the CRM	Default field. Multi-select; shared across modules
`about`	Short description of the investor entity	Default field. Populated via enrichment when domain is present

Custom Fields

Your firm will likely have additional fields configured during implementation — for example, status, account type, investment AUM, organization type, relationship owner, or any other field specific to how your team tracks LPs. These are configured by your Implementation Manager and appear alongside the default fields in the Investor Details section of each record.

Investor enrichment

The investor domain is what triggers enrichment. When a domain is present on an investor record, Carta automatically pulls in firmographic details — location, industry, employee count, founding year, and a company description — so your team starts every investor record with a richer baseline and less manual entry.

Enrichment runs in the background after an investor is saved. Give it a few minutes before reviewing the profile.

What enrichment populates

Field	Source
`location`	City and country, populated from the investor domain via enrichment
`industry`	Sector classification, populated from the investor domain via enrichment
`employees`	Approximate headcount, populated from the investor domain via enrichment
`founded`	Year founded, populated from the investor domain via enrichment
`about`	Short organizational description, populated from the investor domain via enrichment

How to Add, Edit, and Manage Investors in Carta CRM