Carta has acquired Accelex, an AI-powered data automation platform focused on alternative investments for institutional limited partners (LPs). Through the deal, Carta is rolling out a new LP Portfolio Analytics suite that automates document collection, extracts KPIs from unstructured files (like emails, PDFs, portals), and presents dashboards with metrics such as IRR, MOIC, exposure, and cohort analysis. The integration promises to reduce manual work, flag data irregularities, and maintain audit trails tied back to original sources, while enabling LPs to view their full alternative investment portfolio—both on and off Carta. Accelex’s tech will be gradually merged into Carta’s ecosystem, while leveraging Carta’s fund admin, tax, and reporting capabilities. The move enhances Carta’s platform, which already supports over 125,000 LPs and administers more than 9,000 funds/SPVs with $185 billion in assets under administration.
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