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Nicole
Baer
Chief Marketing Officer
Carta
Nicole Baer joined Carta as Chief Marketing Officer in April 2024. She oversees marketing efforts for Carta’s corporations, fund advisory, and alternative assets product lines and is responsible for brand, demand generation, creative, digital, content, communications, events, and social media. She is also a limited partner in GTMfund, an early-stage VC fund focused on B2B SaaS with 350+ limited partners who are “the best go-to-market (GTM) executives in tech.” Prior to Carta, Nicole was the COO/CMO at Logitech’s Sports and Human Performance arm, as well as Global Head of Integrated Enterprise Marketing at Zendesk. She also founded two marketing advisory firms and spent 14 years at Aon Hewitt in marketing, sales, and operational roles for their rewards business. She is a board member at Give One Dollar a Day, an organization that aims to ease the financial burden of families affected by serious childhood illness. Nicole holds a Masters of Business Administration from the Haas School of Business at UC Berkeley and a BA with honors in English and American Literature from UC Santa Barbara.
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09 September 2026 10:00 - 10:30
New customers, same soul: Marketing through a changing customer landscape
When Carta expanded from "the cap table company for startups" to an agentic ERP for private capital, the customer base didn't just grow—it transformed entirely. Founders became fund CFOs. Users became institutions. The same product was suddenly being sold to five completely different personas with different pressures, different ambitions, and different emotional stakes in getting the decision right. Most companies respond to this kind of customer shift with a rebrand. We chose differently. In this session, Nicole Baer will share how Carta navigated one of the more complex customer landscape shifts in B2B infrastructure—without fragmenting the brand or losing the emotional core that made it work. You'll hear how she used customer love instead of top-down repositioning to earn credibility with new audiences, how AI-driven persona research is replacing the static playbook, and why the lessons learned aren't really about brand at all—they're about knowing who you're building for before the market shifts beneath you.