Tracked deals
5
5 tracked deals across 2024-2026.
Operating Company
Software
Carta
San Francisco, California, United States
Carta powers interconnectivity in private markets—uniting data, people, and workflows in one connected system. It provides purpose-built software and services for founders, investors, and limited partners, including fund administration and cap table management (and related private capital back-/front-office workflows).
- Focus Areas
- Cap table management, Fund administration, Valuations
- Website
- carta.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
5 buyout
Carta Acquisition Volume by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Carta
- Target
- Avantia
- Seller
- Hoxton Ventures (portfolio company; congratulated Avantia for successful acquisition)
- Industry
- Legal Services
- Location
- United Kingdom
- Type
- Buyout
Carta, an agentic ERP platform for private capital, announced it has acquired Avantia, a U.K. AI-powered legal and compliance law firm for asset managers. The deal launches Carta Law, integrating Avantia’s AI-native contracting, compliance, and attorney-reviewed workflows directly into Carta’s ERP for a single-platform legal and fund operations solution.
-
- Buyer
- Carta
- Target
- ListAlpha
- Industry
- Cloud & SaaS
- Location
- California, United States
- Type
- Buyout
Carta has acquired ListAlpha, an AI-powered CRM and relationship intelligence platform, and is launching “Carta CRM” as a new front-office component of its private capital ERP. The integrated platform connects deal sourcing and fundraising/IR workflows with Carta’s fund administration and accounting data to unify the private investment lifecycle from outreach to exit distributions.
-
October 18, 2025
- Buyer
- Carta
- Target
- Sirvatus
- Industry
- Cloud & SaaS
- Location
- Texas, United States
- Type
- Buyout
Carta has acquired Sirvatus, a loan administration platform for private credit funds, and rebranded the offering as Carta Loan Operations. The deal integrates Sirvatus's loan operations technology with Carta's fund administration and investor reporting capabilities to provide an end-to-end solution for private credit fund CFOs.
-
October 2, 2025
- Buyer
- Carta
- Target
- Accelex
- Industry
- Data & Analytics
- Location
- United Kingdom
- Type
- Buyout
Carta has acquired Accelex, an AI-powered data automation and analytics platform for alternative investments, to launch its new LP Portfolio Analytics suite. The deal integrates Accelex’s document aggregation and ML-driven data extraction into Carta’s fund administration and reporting ecosystem, enabling institutional limited partners to automate data collection and accelerate portfolio analysis.
-
October 29, 2024
- Buyer
- Carta
- Target
- Tactyc
- Industry
- Software
- Location
- North Carolina, United States
- Type
- Buyout
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.
Related Acquisition Pages
Cloud & SaaS Buyers & Acquisitions
2 tracked deals by Carta.
Data & Analytics Buyers & Acquisitions
1 tracked deal by Carta.
Legal Services Buyers & Acquisitions
1 tracked deal by Carta.
Software Buyers & Acquisitions
1 tracked deal by Carta.
Acquisitions in California
1 tracked deal by Carta.
Acquisitions in North Carolina
1 tracked deal by Carta.
Acquisitions in Texas
1 tracked deal by Carta.
Selling a company? Get in front of buyers like Carta
Turn tracked acquisition activity into an outreach-ready buyer list.