Carta cuts security review time by 83% with Conveyor

About

Carta supports more than 50,000 startups and investors in 160 countries — including brands like Calendly and Trustpilot — as they fundraise, issue equity, and manage compensation. Representing nearly $182B in assets under management, and recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is powering a more connected and efficient private markets ecosystem worldwide.

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Challenge

Scaling security reviews without slowing deals

Carta powers the systems that keep private markets moving — helping companies manage equity, valuations, and ownership data. As Carta’s customer base and product lines expanded, so did the number of due diligence requests flowing in from prospective customers — each one requiring detailed security validation before closing a deal. Every review triggered the same manual cycle: a Jira ticket, an NDA negotiation, and long email threads to track down the right files.

“We were spending hours answering the same questions over and over,” recalls Callie Dedinsky, Senior GRC Analyst. “Even short questionnaires turned into full-blown projects.” Some questionnaires spanned 200+ questions and pulled in compliance, privacy, and engineering. The growing backlog strained the security team and put deal velocity at risk.

Each new product also brought its own audits and security nuances. The team attempted to juggle multiple versions of similar answers — one for each product — knowing that inconsistent responses could create confusion for customers and longer deal cycles for sales.

Carta’s security leaders needed a system that could handle product complexity, keep information consistent, and provide a self-serve way for customers to access what they need without slowing deals. They also wanted leadership to see how InfoSec’s work supported Carta’s growth.

After comparing options, they chose Conveyor. The Carta team felt confident Conveyor would scale with their portfolio and simplify security reviews through AI-driven automation, self-serve access, and real-time visibility for both security and sales teams.

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“Before Conveyor, customers had to request security documents manually. We’d spend hours tracking NDAs, sending files, and re-answering the same 200-question spreadsheets.” — Callie Dedinsky

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Solution

Automating customer trust across every product line

Carta’s InfoSec team began working closely with Conveyor’s customer success manager to connect systems, clean up documentation, and identify each product and report. This ensured the AI could respond accurately across the company’s growing portfolio.

Callie recalls finding momentum quickly: within days, she was organizing content and updating tags so “customers could find what they needed without emailing us.” That early focus on clarity and usability became the foundation for every improvement that followed:

The Conveyor Trust Center: The Trust Center offers customers a secure portal to access audit reports, policies, and FAQs — no Jira tickets or NDA threads required. With single sign-on tied to Salesforce, approved users can reach everything they need automatically, making a previously slow and manual process completely self-serve. Carta’s InfoSec team sees fewer inbound questionnaires, and sales teams move faster with fewer handoffs.

Easy to manage knowledge base: Conveyor’s knowledge base is a single source of truth across product lines — keeping information consistent and current. It links each response to the right product, control, or certification. Callie adds that “it’s easy to update and scales with us as we grow.” With every new product and report added, the system only gets smarter, deepening Carta’s ability to scale securely and serve customers faster. What once was a heavy burden for the team now takes less than half an hour, with consistent, accurate answers across every product line.

AI-powered questionnaire automation: Conveyor’s AI handles the most time-consuming parts of every security review. It reads incoming questionnaires in any format and auto-fills answers using Carta’s approved knowledge base, audit reports, and product documentation — flagging only the few questions that need a quick human check inside the platform.

Integrations with Slack and Salesforce: Notifications appear when questionnaires are completed or new items need review, and automated access control in Salesforce streamlines NDAs for returning customers — keeping every stakeholder aligned.

Now, the team doesn’t just manage security reviews — they learn from them. With visibility into which materials customers engage with most, Carta can refine messaging, tailor responses, and anticipate follow-up questions. That insight helps security and sales teams stay aligned, turning transparency into a driver of trust, efficiency, and faster deal cycles.

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“We ran a 77-question spreadsheet through Conveyor. It answered 72 of them perfectly — what used to take days now takes 20 minutes.” — Callie Dedinsky

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Results

95% AI accuracy accelerates Carta’s security reviews

Carta’s security operations now run like a connected system, not a series of one-off requests. Reviews close faster, teams spend less time on manual work, and leaders can finally see how InfoSec efforts drive revenue across the business. The impact shows up in the numbers:

• 95% AI accuracy when answering customer security questionnaires
• 83% decrease in time spent on customer security reviews
• 40% fewer customer security questionnaires

Carta is exploring ways to extend Conveyor’s reach beyond InfoSec, enabling go-to-market teams to use the same portal and automation for faster customer responses. By building trust into every step of its operations, Carta is setting a new standard for how security and growth work hand in hand.

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