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 conversationHow Accelex and ListAlpha fit Carta's agentic ERP for private marketsHow Carta introduced Claude Enterprise and trained marketers to build their own skills and agentsWhy Carta tests an AI vendor against one deep use case before expanding itHow AirOps, Evidenza, and Storydoc fit into Carta's marketing stackWhat Carta Change Agents does for customers using Carta's Claude pluginsWhy curiosity is no longer enough when interviewing for a marketing roleHow content engineering, marketing engineering, and go-to-market engineering are changing traditional jobsAbout NicoleNicole 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 NicoleConnect with Nicole on LinkedInExplore CartaStay connected with The AI MovementThe AI Movement Podcast explores what AI is changing beyond the technology itself: how we build businesses, lead teams, define our value, make ethical decisions, and navigate the future of work.Follow The AI Movement Podcast on Apple Podcasts and Spotify so you don’t miss a new conversation.Listener offerSave 5% on Leela Quantum Tech with code BROOKE.Affiliate disclosure: I may earn a commission if you purchase through this link, at no additional cost to you.How I AI is now The AI Movement Podcast.LinkedIn: Brooke GramerWebsite: TheAIMovementPodcast.comDisclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.