Carta Acquires Accelex to Revolutionize Data Automation and Transparency for Capital Allocators
In a landmark move set to redefine how institutional limited partners (LPs) manage their alternative investments, Carta, the software platform purpose-built for private capital, has announced the acquisition of Accelex, an AI-powered data automation platform tailored for LPs in the alternative investment space. This acquisition underscores Carta’s commitment to empowering its network of over 125,000 LPs with unparalleled clarity into the performance drivers of their alternative asset portfolios. By integrating Accelex’s cutting-edge technology, Carta is introducing a new era of AI-enabled insights, streamlining data collection, extraction, and analysis for LPs across their entire portfolio.
The newly unveiled LP Portfolio Analytics suite, powered by Accelex, is designed to transform the way institutional LPs interact with their investment data. Through advanced automation, Carta enables LPs to collect documents efficiently, scale data extraction processes, and accelerate comprehensive portfolio analysis. These capabilities are sourced from multiple inputs, including investor portals, emails, and document transfer tools, unlocking actionable insights that were previously buried in unstructured files.
“Institutional LPs are at the heart of Carta’s ecosystem,” said Henry Ward, Chief Executive Officer of Carta. “By integrating Accelex, we’re advancing our vision of creating a connected, transparent platform where LPs, general partners (GPs), and portfolio companies benefit from shared data and seamless reporting. LPs don’t just need raw data—they need actionable analytics. With Accelex, allocators gain instant visibility into what’s driving returns across their alternative portfolios, enabling smarter, faster decisions backed by structured, audit-ready information.”
Addressing Historical Challenges in Alternative Investments
For decades, LPs have grappled with inefficiencies in data collection, error-prone manual processes, and fragmented reporting—issues that are particularly pronounced in alternative investments like private equity, venture capital, and real estate. These challenges have often left LPs struggling to piece together a clear picture of their portfolio performance. The combination of Carta’s robust platform and Accelex’s AI-driven LP Portfolio Analytics addresses these pain points head-on, offering a suite of features that streamline operations and enhance reliability:
- Automated Document Collection and KPI Extraction: Analysts can now save hours each week by automating the collection of critical documents and extracting key performance indicators (KPIs) such as IRR (Internal Rate of Return), MOIC (Multiple on Invested Capital), and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). This eliminates the tedious manual effort required to surface data from unstructured files.
- AI-Powered Accuracy: Human errors are minimized through AI algorithms that ensure precision, flag anomalies for review, and generate structured, auditable outputs. This not only improves accuracy but also enhances trust in the data being analyzed.
- Customizable Workflows and Audit Trails: LPs can tailor data extraction workflows to align with their internal processes while maintaining a complete audit trail. This ensures traceability and accountability, allowing users to instantly backtrack to the original source of any extracted data.
- Analysis-Ready Dashboards: The platform provides intuitive dashboards that highlight critical KPIs, support portfolio lookthroughs, enable exposure analysis, and facilitate cohort comparisons. These tools empower LPs to make informed decisions quickly and confidently.
Accelex has earned a reputation for excellence among some of the world’s most discerning capital allocators, thanks to its ability to deliver asset-level transparency and advanced analytics for even the most complex portfolios. Its innovative approach to integrating data from portfolio companies all the way up to asset allocators represents a significant leap forward in data connectivity—an area where traditional fund administrators and platforms still rely heavily on manual processes.
“Joining Carta marks an exciting new chapter for Accelex,” said Franck Vialaron, Chief Executive Officer and founder of Accelex. “From the outset, our mission has been to equip investors with the tools and insights they need to navigate complexity, make informed decisions, and achieve their investment goals. Together with Carta, we can take this mission further, delivering even greater value to ensure our clients stay ahead of the market.”
Seamless Integration and Enhanced Value for LPs
Over the coming months, Accelex’s technology will be fully integrated into Carta’s ecosystem, ensuring a smooth transition for existing Accelex clients. Current users will gain immediate access to Carta’s Fund Administration platform, tax solutions, and world-class customer support. For LPs, this integration means a unified experience with connected reporting and workflow automation across all their alternative allocations. The result is a true 360° portfolio view that encompasses assets administered both on and off Carta, providing a holistic perspective on performance and risk.
This acquisition positions Carta as a leader in transforming the private capital landscape through technology. By combining its expertise in private markets with Accelex’s AI-driven capabilities, Carta is setting a new standard for data automation and transparency. Institutional LPs now have access to a powerful suite of tools that not only streamline operations but also enable them to make strategic decisions with confidence.
A Vision for the Future
The partnership between Carta and Accelex reflects a shared vision of leveraging technology to drive efficiency, transparency, and innovation in the private capital ecosystem. As the industry continues to evolve, LPs require more than just access to data—they need actionable insights that empower them to stay competitive and achieve their investment objectives. Carta’s acquisition of Accelex represents a pivotal step toward fulfilling this need, equipping LPs with the tools they need to thrive in an increasingly complex market.
To learn more about the acquisition and its implications for the future of private capital, visit carta.com/blog/accelex-acquisition. For updates and insights from Carta, follow the company on LinkedIn, X, Instagram, YouTube, or visit carta.com.
With this acquisition, Carta is not just enhancing its platform—it’s redefining the possibilities for capital allocators worldwide.
About Carta
Carta connects founders, investors, and limited partners through world-class software purpose-built for everyone in venture capital and private equity. Carta’s world-class fund administration platform supports 9,000+ funds and SPVs representing over $185B in assets under administration on fund administration, SPV formation, and more. Trusted by more than 65,000 companies, Carta helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World’s Best Cloud Companies, Fast Company’s Most Innovative list, and Inc. ‘s Fastest-Growing Private Companies list. For more information, visit carta.com.
