Document management

Carta LP Portfolio Analytics offers automatic document acquisition from multiple sources and provides a central document document management platform for efficient aggregation, review and triage of incoming documents.

Document feed

All documents from investor portals (e.g., Sungard, Intralinks) and email attachments will automatically appear in the Document feed. Carta LP Portfolio Analytics will automatically classify and link these documents with your reference data (fund tagging).

PDF preview

The PDF preview panel is designed for efficient review and triage of a large volume of documents.

To activate the PDF preview, click a document name

The PDF preview shows the document and the associated metadata for review. From here you can quickly review or reassign the fund, document type or report date before moving the document out of the document feed.

Select 'Inbox' to transfer the document to the document inbox for parsing and extraction.

Select 'Archive' to move the document to the 'Archived' page.

Tip: Use filters as needed in order to define the set of documents you want to process

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SFTP integration

Downloading documents

All documents in the document feed are available in inbox/upload/source_documents/staging_documents within the Carta LP Portfolio Analytics SFTP server.

Non-PDF documents will be available in inbox/upload/source_documents/exceptions.

Uploading documents

Documents uploaded to the inbox/upload/source_documents folder in your SFTP will be uploaded to the document feed. You can use this to synchronize the document feed with additional documents from your internal fileservers.

Downloading metadata

All document metadata is accessible in JSON format via outbox/download/metadata. A JSON file is generated for every document in the Carta LP Portfolio Analytics. If there is any change to this metadata within the Carta LP Portfolio Analytics, the existing JSON file is overwritten with the latest metadata.

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