The acquisition will bring powerful analytics capabilities to the limited partners, enabling them to transform investment documents and fund data into actionable, AI-enabled insights into their alternative investment portfolio and performance.
Carta , the purpose-built software platform for private equity, announced the acquisition of Accelex, the AI-powered, alternative investment-focused data automation platform for institutional limited partners (LPs). This acquisition strengthens Carta’s commitment to serving its network of over 125,000 limited partners by delivering unprecedented clarity into the factors driving the performance of alternative asset portfolios. With our new LP Portfolio Analytics suite powered by Accelex, Carta will enable institutional LPs to automate document collection, scale data extraction, and accelerate analysis of their entire portfolio from multiple sources.
“Institutional LPs are critical to the Carta network. The integration of Accelex furthers our vision of a connected and transparent platform where LPs, general partners (GPs), and portfolio companies benefit from shared data and seamless reporting,” said Henry Ward, CEO of Carta. “LPs need not just data, but also actionable analytics. With Accelex, allocators gain instant visibility into the factors driving the performance of their alternative portfolios, enabling smarter, faster decisions supported by structured, audit-ready insights.”
Historically, LPs have faced inefficient data collection, error-prone manual processes, and disjointed reporting, especially for alternative investments like private equity and venture capital. By combining Carta’s connected platform with Accelex’s AI-powered LP portfolio analytics, LPs are experiencing a new era of automation and reliability with features such as:
- Automated document collection and KPI extraction , including from investor portals, email, and document transfer tools, saves analysts hours each week and unearths data locked in unstructured files.
- AI-powered precision that eliminates human error, flags irregularities for review, and produces structured, auditable results.
- Customizable workflows and a comprehensive audit trail ensure that data extraction aligns with each LP’s internal processes while providing instant traceability back to the source.
- Analytics-ready dashboards that highlight KPIs such as IRR, MOIC, and EBITDA, and support portfolio analysis, exposure analysis, and cohort comparisons.
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Accelex has earned the trust of some of the world’s most demanding capital allocators by providing asset-level transparency and analytics for the industry’s most complex portfolios. Its ability to integrate asset management company data with the asset allocator represents a significant advancement in data connectivity, a welcome addition given the reliance on manual processes by fund managers and traditional platforms.
“Joining Carta represents an exciting new chapter for Accelex,” said Franck Vialaron, CEO and founder of Accelex. “From day one, our mission has been to provide investors with the tools and knowledge needed to navigate complexity, make informed decisions, and achieve their investment objectives. Now with Carta, we can further that mission, delivering even greater value to ensure our clients not only keep pace with the market, but also stay ahead of the curve.”
In the coming months, Accelex technology will be fully integrated into the Carta ecosystem, ensuring a seamless migration for current Accelex clients while providing immediate and secure access to Carta’s Fund Administration platform, tax solutions, and outstanding support. As a result, LPs will benefit from connected reporting and workflow automation across all their alternative allocations, gaining a complete portfolio view that includes assets managed both within and outside of Carta.
Source: Businesswire