Scope of Services: Customer Relationship Management (CRM)
With the CRM platform, you can:
Manage your funds’ dealflow, origination and fundraising activities.
Eliminate data entry with pre-populated contacts, companies, and investor records.
Unify company research and relationship management in a single workflow.
Screen prospective companies using AI and people intelligence.
View existing LP economic data, documents, and contact details, powered by Fund Administration.
Access CRM data directly within the Data Warehouse.
Onboarding process:
Data collection and upload: We’ll work with you to gather and import all the information needed to set up your CRM account.
Final review and product tutorial: We’ll schedule a call to review your account and walk you through the CRM platform. The onboarding process typically takes 2-4 weeks after receiving all requested data.
Carta will:
Assist you in setting up your CRM account, configuring the objects and migrating historical records from your previous CRM.
Provide training and guidance on best practices on use of the platform.
Work with your Carta fund administration team to collect and load investor information into the Fundraising module (if applicable).
You are responsible for:
Providing the requested data necessary for implementation (information should be provided within 2 weeks to ensure a timely implementation period).
Providing feedback to the onboarding team.