Carta
Revo connects to Carta to read cap table, ownership, and investor lists, then drafts updates and warm-intro replies anchored in the right context.
What It Is
Revo connects to your Carta workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo connects to Carta to read cap table, ownership, and investor lists, then drafts updates and warm-intro replies anchored in the right context.
Tasks Revo runs in Carta
Drafting
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Client communication
Respond to a board member question between meetings
Revo reads the question, pulls the relevant board pre-read sections and metrics, and drafts a confident reply.
Drafting
Draft the monthly or quarterly investor update
Revo pulls the metrics, the wins, the team inputs, and the prior updates into a draft. ready for your edit and sending in your voice.
Client communication
Respond to an investor question between updates
Revo reads the question, pulls the relevant metrics and prior updates, and drafts a confident, specific reply.
Matter management
Prep for an investor meeting
Twenty four hours out, Revo pulls investor notes, last interaction, and current company metrics into a one-page brief.
Client communication
Send the warm intro follow-up after a meeting
After a warm intro meeting, Revo drafts the follow-up with data room access, the clear next step, and a thank-you to the introducer.
