Inside Carta's Enterprise AI Rollout | Nicole Baer

How does an enterprise move from experimenting with AI to building it into the way the company actually operates? CMO Nicole Baer shares what that process looked like behind the scenes, from what she calls AI "recess" to a more focused enterprise AI adoption plan.

Recorded live at eMerge Americas 2026, Nicole Baer joins Brooke to share how Carta was turning individual AI experiments into systems its employees and customers could use.

Nicole also explains Carta's work on what it calls the first agentic ERP for private markets. ERP stands for enterprise resource planning, a connected system for managing a company's core operations. She shares how the acquisitions of Accelex for LP reporting and ListAlpha for CRM helped Carta bring more private-market workflows into one platform.

If your company is trying to turn individual AI experiments into systems an entire team can use, this conversation gives you a useful look at what that shift requires.

In this conversation

• How Accelex and ListAlpha fit Carta's agentic ERP for private markets
• How Carta introduced Claude Enterprise and trained marketers to build their own skills and agents
• Why Carta tests an AI vendor against one deep use case before expanding it
• How AirOps, Evidenza, and Storydoc fit into Carta's marketing stack
• What Carta Change Agents does for customers using Carta's Claude plugins
• Why curiosity is no longer enough when interviewing for a marketing role
• How content engineering, marketing engineering, and go-to-market engineering are changing traditional jobs

About Nicole

Nicole Baer is the Chief Marketing Officer of Diligent. At the time of this interview, she served as Chief Marketing Officer of Carta, where she led global marketing as the company expanded its platform for founders, investors, and private-market organizations. Her previous leadership experience includes roles at Logitech and Zendesk.

Connect with Nicole

• Connect with Nicole on LinkedIn

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