Beyond the Spreadsheets: Achieve Clarity with LP Portfolio Analytics

For too long, getting insight into portfolios has been a battle against fragmented spreadsheets, disparate documents, and antiquated portals. LPs' need for a unified, modern platform has often been overlooked—until now.

Carta is thrilled to introduce LP Portfolio Analytics, powered by the strategic acquisition of Accelex, a leading provider of portfolio management and analytics software for institutional LPs. LP Portfolio Analytics is thoughtfully designed for institutional capital allocators looking to gain greater clarity and control over their alternative asset data and portfolios.

Watch as Henry Ward, CEO, and Mike Maganja, Head of Customer Success, LP Portfolio Analytics explore how Carta can help move past manual effort to a comprehensive, streamlined view of your investments.

What you will learn in the Demo:

Seamless data aggregation and normalization: Save hours with automation that retrieves files and extracts data from disparate sources 24/7.
Trust every figure: Eliminate errors and maintain an organized, auditable database through AI-powered data extraction and validation.
Analyze & get insights faster: Zero in on performance and make data-driven decisions at speed with portfolio analysis and ready-made insights.

Watch the recording to see how Carta LP Portfolio Analytics can better position you to succeed in this market.

Featuring

Henry Ward
Chief Executive Officer
Carta

Mike Maganja
Head of Customer Success, LP Portfolio Analytics
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.