Manual collection

Carta LP Portfolio Analytics provides manual coverage for portals that do not allow document collection via API or any alternative automated channels.

Service accounts

Carta LP Portfolio Analytics must be added as an authorized party for each GP relationship
Carta LP Portfolio Analytics will provide an email of the format serviceaccount+n@accelextech.com.
Please contact Carta LP Portfolio Analytics support for the 10-digit number n, which is unique to your tenant
This email must be added as a user on all portals from which manual document collection is required

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The configuration of this service account allows Carta LP Portfolio Analytics to:

Maintain passwords
Manage MFA requirements
Receive notifications for new documents

All documents will be manually collected and placed within the document feed.