Investor Reporting
Connect Carta. Query investor data.
Connect Carta cap table management, 409a valuations, and fund administration data into your warehouse. Aquata handles the parsing, normalization, and delivery automatically.
Start loading Carta data in three steps
Each investor reporting gets its own connector with provider-specific parsing. No custom ETL. Configure and go.
Connect your source
Configure your Carta credentials. Aquata auto-detects available data packages.
Map & load to raw layer
The connector performs provider-specific mapping. Source data lands in the Aquata raw data layer — one clean staging area.
Transform & validate
Data Pipelines normalize, validate, and load into your firm's data model. Built-in quality checks and exception workflows.
Cap table and fund data from Carta, normalized on arrival.
Carta provides cap table management, valuations, and fund administration data. Aquata normalizes it all into your warehouse for direct querying.
Unified, governed, and trusted data.
Every source maps into 350+ pre-built domain models covering positions, NAVs, transactions, securities, performance, and attribution. 10,000+ attributes validated on ingestion. Role-based access controls and lineage tracking built in.
Any source. Any format. Without the integration tax.
Pre-built connectors to custodians, fund admins, market data vendors, portfolio systems, and cloud warehouses. LLM-powered extraction handles any PDF, file, or document. No custom ETL. No file parsers. Just configuration.
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