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S P V Spotlight
Ownership Trendsin Private Equity
Private Equity
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Policy Newsletter
March 2025
The SEC is open for business
Guidance on accredited investors, and new clarity on gross/net performance reporting. Plus: Senate Banking advances stablecoin legislation, and Senate Dems blink in government funding fight to avert shutdown.
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Fund Tax
February 2025
Real-time updates for your returns this tax season
Carta’s new Tax Dashboard gives GPs real-time visibility, task tracking, and expert support—streamlining tax season and keeping LPs informed every step of the way.
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Announcements
February 2025
New from Carta: The most efficient way to manage your portfolio
Carta makes it easier for investors to manage and monitor their investments—with a range of tools designed to simplify fund operations, streamline reporting, and track portfolio performance.
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Featured
February 2025
An ERP for Private Capital
Private capital runs on spreadsheets and disconnected systems—but it doesn’t have to. Learn how Carta is building the first network ERP for private capital.
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Policy Newsletter
February 2025
CFPB: Closed for Renovations
The Consumer Financial Protection Bureau is in incredible flux, and when it finds its footing, it will take a more limited approach. Plus: Carta hits the Hill for VC 101 presentation.
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Policy Newsletter
February 2025
Carried interest in the crosshairs
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.
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Policy Newsletter
January 2025
QSBS enters the chat
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.
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Waterfall Modeling
January 2025
Effortlessly explain waterfall calculations
Carta's upgrade enables you to trace every calculation in your LLC waterfall, ensuring accuracy, transparency, and audit-ready clarity.
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Fund Administration
January 2025
Simplify capital calls with automated contributions
Carta’s AMM now supports capital calls, giving GPs real-time payment updates, secure reconciliation, and transparent tracking for contributions.
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Policy
January 2025
2025 Policy Outlook: Implications for the private capital ecosystem
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.
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Product Education
January 2025
Carta's Product Year in Review
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.
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Data & Research
November 2024
SPV Spotlight: Private Equity Edition 2024
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.
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