Articles from Carta

Carta, the software platform purpose-built for private capital, today announced it has acquired Accelex, the AI-powered data automation platform focused on alternative investments for institutional limited partners (LPs). The acquisition deepens Carta’s commitment to serving its network of more than 125,000 Limited Partners by offering unprecedented clarity into the drivers of alternative asset portfolio performance. With our new LP Portfolio Analytics suite powered by Accelex, Carta will enable institutional LPs to automate document collection, scale data extraction, and accelerate portfolio analysis across their entire portfolio from multiple sources.

Carta, the software platform purpose-built for private capital, and Morgan Stanley Wealth Management, a global leader in financial advisory services, today announced an expanded strategic relationship designed to transform the wealth journey for private company founders, executives, and employees preparing for liquidity events and IPOs. Through this collaboration, Morgan Stanley Wealth Management’s suite of services will be integrated into the Carta platform, offering users streamlined, trusted access to personalized financial guidance, education, and tailored wealth planning resources as their companies progress from startup to public company and beyond.

Carta, the software platform purpose-built for private capital, today announced the New York Stock Exchange, the world’s largest and most trusted equities exchange, as its preferred U.S. public listing venue for late-stage private companies going public. The partnership underscores both organizations’ commitment to supporting the most ambitious companies and founders throughout their journey from the private to public markets.

Odyssey Transfer and Trust Company (“Odyssey” or the “Company”), a leading North American transfer agent and trust company, is pleased to announce an exclusive partnership with Carta, the software platform purpose-built for private capital. The collaboration combines Carta’s cap table infrastructure with Odyssey’s expertise in IPOs and public markets across North America, creating a seamless, end-to-end transfer agency solution for private companies preparing to go public. Private companies using Carta to manage their cap tables will have a clear pathway to go public with a seamless transition to Odyssey’s full-service transfer agent and trust services, as well as shareholder support. This critical step for IPOs ensures regulatory compliance, business continuity, and a smooth entry into the public markets.

In preparing for an increase in IPO activity, Carta, connecting companies, funds, and limited partners across venture capital and private equity, and financial benefits workplace leader Morgan Stanley at Work, today announced a formal agreement wherein Carta has chosen Morgan Stanley at Work as its exclusive U.S. public equity management and broader workplace benefits platform for late-stage private companies going public. The collaboration allows clients to leverage Carta’s industry-leading private equity management platform while private, then transition to Morgan Stanley at Work when they go public. Together the companies provide a comprehensive end-to-end solution that ensures a robust and efficient experience for companies and their employees throughout their lifecycle.

Carta, the software platform purpose-built for private capital, today announced the company has acquired Tactyc, the first software to bring forecasting and planning to private funds. The acquisition will give fund CFOs and GPs a strategic edge by providing real-time insights and data-driven analysis that are crucial for effective capital deployment and delivering returns for investors.