October 2, 2025 — Leads & Copy — Carta, a software platform for private capital, has acquired Accelex, an AI-powered data automation platform for alternative investments. The acquisition aims to provide Carta’s network of over 125,000 Limited Partners (LPs) with insights into alternative asset portfolio performance. The new LP Portfolio Analytics suite, powered by Accelex, will enable LPs to automate document collection, scale data extraction, and accelerate portfolio analysis across multiple sources.
According to Carta CEO Henry Ward, integrating Accelex advances Carta’s vision of a connected, transparent platform for LPs, GPs, and portfolio companies. The platform will offer actionable analytics, giving allocators visibility into returns across their alternative portfolios, enabling data-backed decisions. Accelex CEO and founder Franck Vialaron said that joining Carta represents an exciting chapter for Accelex, furthering their mission to equip investors with tools to tackle complexity and make informed decisions.
Accelex’s technology will be integrated into Carta’s ecosystem, ensuring seamless migration for current Accelex clients while providing access to Carta’s Fund Administration platform, tax solutions, and support. LPs will benefit from reporting and workflow automation across their alternative allocations. Features include automated document collection and KPI extraction, AI-powered accuracy, customizable workflows, and analysis-ready dashboards highlighting KPIs like IRR, MOIC, and EBITDA.
To learn more, visit the blog carta.com/blog/accelex-acquisition. To learn more about Carta, follow us on LinkedIn, X, Instagram, Youtube, or visit carta.com
Source: Carta
