Use Carta with Bluedeer's AI assistant

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. An owner or admin of the workspace opens Customization, then the Connectors tab.
2. In Popular connectors, find Carta and select Connect.
3. Sign in on Carta's own page and approve. There is nothing to paste.
4. Everyone in the workspace can now ask the assistant to use Carta.

Plans

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

Compare plans