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A fund investment thesis is the blueprint for your fund's strategy, guiding everything from fundraising to daily fund management. Learn how to write an investment thesis to develop a winning fund strategy.

Learn about drag-along rights, an important provision for securing an exit, including their strategic purpose for fund managers, key legal terms, and the operational steps for execution.

Understand the fundamentals of capital recycling, including the strategic tradeoffs, the operational requirements, and how to execute the strategy in your back office.

Learn about the operational lifecycle of a buyout fund, including common deal structures and value creation levers and the operational and compliance requirements for your firm.

With a new office in Hong Kong, Carta brings localized fund administration expertise and on-the-ground support to one of Asia’s most active private capital centers.

For PE fund managers, accurate portfolio valuations are critical. They can also be complicated, time-consuming, and headache-inducing. A connected fund-management ecosystem can help.

Carta's end-to-end platform for Fund of Funds unifies administration, document automation, and portfolio analytics to eliminate manual workflows and unlock real-time insights.

The White House unveils a national AI policy focusing on federal preemption, while the SEC and CFTC release a landmark crypto taxonomy. Plus, California suspends its VC reporting mandate pending further industry-led rulemaking.

How do PE-backed portfolio companies use their equity as a tool to attract and retain talent? Dig into our full breakdown of ESOPs, equity types, vesting schedules, performance conditions, and more.

SEC & CFTC announce new model to harmonize oversight efforts. SBIR/STTR reauthorization expected to make President's desk, and the CFTC signals new rules for prediction markets.

Carta advocates for the INVEST Act at the SEC's annual forum, retail access to private markets gains momentum with guardrails, and AI's economic consequences fuel the policy debate.