Carta acquires ListAlpha and launches LP CRM—a specialized AI-native CRM built for investment firms to modernize and automate LP management, relationship mapping, and fundraising pipeline management.

Match your firm's unique branding while ensuring total data accuracy with our new automated custom notice templates.

Surface deeper insights into your management company overhead and fund-level expenses by adding custom dimensions to your Chart of Accounts.

Visual Accounting makes it easier to check status on key compliance and reporting workflows and give partners richer insights into their carry economics.

Simplify expense allocation with automated invoice extraction, flexible allocation methods, and unified multi-entity payment management.

The tear sheet builder now includes AI-generated qualitative commentary, additional templates and personalization options, and datasets updated every five minutes for accuracy in reporting and meetings.