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Fund Performance
October 2025
Public market equivalent: Definition and calculation
Learn about PME calculation methods, LP reporting best practices, and how fund managers use analysis for strategy and benchmarking.
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Policy Newsletter
October 2025
SEC Chair discusses priorities; shutdown continues to prevent them from moving forward
SEC Chair outlines vision for digital assets and private market access, as the government shutdown drags into week three and Carta Policy highlights how tech is reshaping capital access at DC Fintech Week.
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Private Equity Investment Strategies
October 2025
Private Equity Investment Strategies
Learn how PE sponsors use various private equity investment strategies, including growth equity, buyouts, private credit and secondaries, to optimize returns and manage risk.
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Investors
October 2025
Consolidating siloed data for comprehensive portfolio monitoring
Find out how to tackle siloed data for your portfolio of investments in this guide to centralized portfolio monitoring.
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Announcements
October 2025
Carta and Golden State Warriors join forces in strategic partnership
Carta to become an official partner of the Warriors and Chase Center.
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Policy Newsletter
October 2025
First (Brands) crack in private credit
First Brands default sparks scrutiny of private credit markets, government shutdown enters week two, Carta launches Loan Operations, and policymakers weigh next steps on crypto, defense tech, and secondary liquidity.
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Announcements
October 2025
Carta announces Loan Operations for private credit funds with Sirvatus acquisition
By owning the loan operations and connecting that data directly to our fund accounting workflows, we can deliver a far superior experience for an asset class that has largely been ignored by software providers.
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Announcements
October 2025
Get returns modeling for private credit
Forecast your cash flow with precision with Carta’s Loan Operations platform—and turn reactive work into proactive insight.
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Management Companies
October 2025
Management Company
A management company is the operational engine of an investment firm. Learn how this crucial entity is structured and why it’s essential for liability protection and professional fund management.
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Portfolio Valuation
October 2025
Portfolio Valuation
Learn key methodologies for calculating the value of an asset and build a defensible process for LP reporting, compliance, and audits.
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Policy Newsletter
October 2025
Federal government shutters with implications for private capital ecosystem
The federal government shutdown halts regulatory progress impacting private capital and startups, California's landmark AI law sets a new standard for transparency, and the SEC clarifies crypto custody rules for advisers and funds.
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Announcements
October 2025
Turning LPs into MVPs: Carta enters LP Portfolio Analytics through acquisition of Accelex
LPs are the heartbeat of the innovation economy. The latest addition to the Carta product suite marks our first product specifically built for institutional capital allocators to manage their alternative asset data and portfolios.
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