Overview | support.carta.com

Overview

There are three steps to validating a document:

1. Confirm entities and their network

2. Validate metrics

3. Extract and commit everything to the database

Step 1: Validate entities and their investment network

In this step you

• ‍Confirm that the system has recognized the correct set of entities (= investors, funds and companies)

• Confirm their investment relations ( = network)

• Amend or add any entity records or investment relations which have not been recognized correctly

Step 2: Validate metrics

In this step you

• Spot-check the metrics automatically found by the parsing engine

• Manually identify and add any metrics missed by the parser

Step 3: Extract data and commit to the database

In this final step you commit everything to the database for downstream export or use in Accelex Explore.