Carta Acquires Accelex to Add AI-Powered LP Portfolio Analytics

Carta Acquires Tactyc

October 29, 2024

Software

Carta has acquired Tactyc, a Morrisville, North Carolina-based provider of portfolio forecasting and planning software for private funds. The acquisition integrates Tactyc's real-time forecasting, planning and portfolio management capabilities into Carta's fund administration platform to give fund CFOs and GPs data-driven insights for capital allocation and fund performance optimization.

InMoment Acquires Lexalytics

September 9, 2021

AI & Machine Learning

InMoment has completed the acquisition of Lexalytics to integrate Lexalytics' natural language processing (NLP) and machine learning (ML) text-analytics capabilities into InMoment's XI customer experience (CXM) platform. Lexalytics' team, including founder Jeff Catlin, will remain in place as InMoment expands native text analytics across its platform to support voice-of-customer, voice-of-employee, social listening and other use cases.

Carta Healthcare Acquires Realyze Intelligence from UPMC Enterprises

December 9, 2024

Healthcare Services

Carta Healthcare has acquired Realyze Intelligence, a UPMC Enterprises portfolio company. The deal brings Realyze's clinician-trained AI for rapid EHR-based oncology trial matching and data abstraction into Carta's AI-powered clinical data platform to accelerate clinical trial matching and registry abstraction.

ACA Group Acquires Catelas

September 15, 2021

Software

ACA Group has acquired Catelas, a machine-learning based electronic communications (eComms) surveillance and investigations platform, to expand the capabilities of its ComplianceAlpha regulatory technology suite. The transaction integrates Catelas' eComms analytics and group-mapping technology into ACA's holistic GRC platform to give financial services firms a single view of trading and communications surveillance risks.

Model ML Acquires Captide

February 12, 2026

Data & Analytics

Model ML has acquired Captide, a financial data platform that converts global corporate filings into LLM-ready documents and structured data. The deal expands Model ML's AI workflow capabilities by adding disclosure intelligence—used by Big 4 firms, consultants and major financial institutions—to enable its agents to reliably retrieve, reason over, and cite corporate filings.

Linq Analytics Acquires Certain Assets of Altius, Inc.

January 18, 2022

Data & Analytics

Linq Analytics, a Texas-based provider of customer data management and analytics software, acquired certain assets of Altius, Inc., including the Flex suite of planning and Master Data Management (MDM) products. The deal adds FP&A and MDM capabilities to Linq’s account hierarchy and analytics offerings and includes the appointment of Noel Phillips as CTO to support product integration and client transitions.