Email integration

Email integration is an easy and efficient way to get documents from your inbox into the Carta LP Portfolio Analytics workflow. The Carta LP Portfolio Analytics can process email attachments and transfer them into the document feed.

Process

We issue each client a unique email address with the Carta LP Portfolio Analytics domain. Please reach out to our support team to obtain this email address for your tenant
You can then add this email address to GP distribution lists, or you can configure automated forwarding rules in your internal system
Any email attachments received under this email will be automatically classified, tagged and uploaded to your document feed