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October 2025
Take the first step to faster, easier K-1s
Collect key information before tax season officially begins with a quick survey that asks for details about your entities, investments, and firm.
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Investors
October 2025
End-to-end payments for J.P. Morgan® clients
J.P. Morgan® clients can create payments, manage approvals, and keep their books organized, all in the same place.
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Investors
October 2025
Get a unified picture of LLC, C-Corp investments
Carta’s Investments Dashboard continues to get better with added support for PE- and VC-backed LLC companies.
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Investors
October 2025
PortCo performance data, synced in real time
Automatically pull financials from your portfolio with each new event, fueling every model with real-time actuals.
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Investors
October 2025
Visualize LP exposure, for unprecedented control
The Entity Map makes visual sense of complex entity and partner relationships, reflecting every transaction in real time.
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Investors
October 2025
Prioritize investor communication easily
Automatically generate and distribute ILPA capital call notices for a more streamlined process—no more multiple, manual tools.
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Investors
October 2025
Model who gets what, across complex entity structures
A new upgrade lets you see how valuations cascade through multiple entities, and how they translate into final position values at every layer.
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Investors
October 2025
Keep an eagle eye over shared expenses
When your management company pays a shared expense, instantly split it across entities—giving you effortless traceability.
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Policy Newsletter
October 2025
Shutdown drags on while impacts worsen
Shutdown enters week four with no off-ramp in sight, crypto CEOs push market structure talks on the Hill, and the administration clarifies scope of the $100K H-1B visa fee.
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Fund Administration
October 2025
Rewiring Carta Fund Admin in the era of AI
Technology has unlocked new possibilities, and Carta is at the forefront of the transformation of private capital markets infrastructure.
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Private Credit
October 2025
Loan operations: A guide for private funds
Learn how loan operations streamline the entire fund lifecycle with precise setup, disbursement, reconciliation, and reporting to strengthen controls and efficiency.
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Fund Performance
October 2025
J-curve: Definition, drivers and mitigation strategies
Learn what the J-curve is in a private market context, what causes it, and how fund managers can mitigate its effects and manage investor expectations.
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