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New threats emerge to the favorable tax treatment enjoyed by fund managers on investment profits. We analyze the political dynamics at play, and break down the particular impact this change would have on first-time fund managers.

The Qualified Small Business Stock exclusion for shareholders faces potential threats amid tax reform cost pressures. Here's why it must be preserved, and what it means for the innovation economy.

Carta's upgrade enables you to trace every calculation in your LLC waterfall, ensuring accuracy, transparency, and audit-ready clarity.

Carta’s AMM now supports capital calls, giving GPs real-time payment updates, secure reconciliation, and transparent tracking for contributions.

Here’s what to expect from Congress and the new administration in 2025 and how the policy agenda will impact the innovation ecosystem—private equity, venture capital, and the startups and small businesses they support.

In 2024, we focused on delivering solutions that enhance accuracy, give investors control, and streamline operations—so you can focus on scaling your firm. Here's a look back at everything we accomplished together this past year.

The number of special-purpose vehicles has grown in recent years, and the size of SPVs is growing—a sign of their growing appeal among private equity and venture capital firms.

The number of new SPVs exploded during the venture capital boom of 2021. While they have slowed down since then, it's clear the long-term trend is pointing upward.

Net asset value (NAV) is a key financial metric used to evaluate investment fund performance. In this article, we'll explain what NAV is and how to calculate it.

Learn what a search fund is and how it works as a private investment vehicle for entrepreneurs. We'll also cover how the search fund model works and how it compares to a traditional private equity fund.

Why do firms that invest in the best companies still run on spreadsheets and PDFs?