LP Portfolio Analytics

Turn portfolio complexity into clarity

Tap into private market AI to manage your alternative investment data—and make faster, more insightful decisions.

Make portfolio intelligence your strategic advantage

Aggregate docs effortlessly
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 alts faster
Zero in on performance and make data-driven decisions at speed with portfolio analysis and ready-made insights.

Outpace your peers with actionable data

Harness the power of AI to move with confidence, speed, and clarity.


Streamlined document processing

Streamlined document processing

Streamlined document processing

Capture information across quarterly reports, cashflow notices, and financial statements—and enable custom integrations with your upstream and downstream systems for a seamless flow of investment data.

AI-powered data validation

AI-powered data validation

AI-powered data validation

Process large amounts of data with a proprietary AI engine trained on industry-leading private market benchmarks. Every data point is instantly verifiable with a complete audit trail.

Informed investment decisions

Informed investment decisions

Informed investment decisions

Make quick, confident calls with KPI dashboards and portfolio analysis that identifies concentration risks, highlights deviation from allocation policies, and compares assets to cohorts.


Trusted by 30+ institutional investors and asset service providers globally

customer portrait
Our team has been able to effectively reduce the time spent extracting data by 5x while achieving 99.5% post extraction accuracy.
Kim Thompson-Springer
Senior Manager, Private Investment Assets, AIMCo

FAQs

You have questions, we have resources and answers.
Who can purchase LP Portfolio Analytics?

LP Portfolio Analytics is suitable for any limited partner with a portfolio of alternative assets.

Who is LP Portfolio Analytics built for?

Any LP looking for a powerful data management tool that helps them spend less time collecting investment data and make better, data-driven decisions.

What asset classes does LP Portfolio Analytics support?

LP Portfolio Analytics provides comprehensive support for LPs investing across the alternative asset class spectrum, including Private Equity, Private Credit, Real Estate, and Infrastructure.

Where can I access a demo of LP Portfolio Analytics?

Sign up for a demo of LP Portfolio Analytics at carta.com/demo/lp-portfolio-analytics/.