Carta, the software platform designed for private capital, has acquired Accelex, an AI-driven data automation platform for alternative investments, in a move aimed at giving institutional Limited Partners (LPs) unprecedented clarity into portfolio performance. The acquisition will power Carta’s new LP Portfolio Analytics suite, enabling LPs to automate document collection, extract KPIs, and accelerate portfolio analysis across multiple data sources.
“Institutional LPs are core to Carta’s network. Integrating Accelex advances our vision of a connected, transparent platform where LPs, GPs, and portfolio companies benefit from shared data and seamless reporting,” said Henry Ward, CEO of Carta. “LPs don’t just need data—they need actionable analytics. Accelex delivers instant visibility into what’s driving returns across alternative portfolios, enabling smarter, faster decisions backed by structured, audit-ready information.”
Automating the Alternative Investment Workflow
Historically, LPs have struggled with manual data collection, inconsistent reporting, and error-prone processes—particularly for private equity and venture capital investments. By integrating Accelex’s technology, Carta now offers LPs:
- Automated document collection and KPI extraction: Pulls data from investor portals, emails, and transfer tools, reducing hours of manual work each week.
- AI-powered accuracy: Flags irregularities, eliminates human error, and produces structured, auditable outputs.
- Customizable workflows and audit trails: Ensures alignment with internal processes while enabling instant tracebacks to the source.
- Analysis-ready dashboards: Visualizes KPIs such as IRR, MOIC, and EBITDA, while supporting portfolio lookthroughs, exposure analysis, and cohort comparisons.
Accelex’s ability to integrate data from the portfolio company level to the asset allocator provides LPs with asset-level transparency—a significant advancement over traditional fund administration, which often relies on manual reporting.
Strengthening Carta’s Connected Platform
“Joining Carta represents an exciting next chapter for Accelex,” said Franck Vialaron, CEO and founder of Accelex. “Our mission has always been to equip investors with the tools and insights to tackle complexity and make informed decisions. Now with Carta, we can deliver even greater value, helping clients not only keep pace with the market but stay ahead of it.”
Over the coming months, Accelex’s technology will be fully integrated into Carta’s ecosystem, allowing seamless migration for existing clients. LPs will gain connected reporting and workflow automation across all alternative allocations, whether assets are administered on or off Carta, delivering a comprehensive 360° portfolio view.
This acquisition underscores Carta’s strategy to provide institutional investors with AI-powered insights, automation, and end-to-end portfolio connectivity, making it easier to analyze complex alternative investment portfolios efficiently and accurately.
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