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Understand the accredited investor rule, including the requirements for qualification, why the requirement exists, and how the accredited investor rules may change.

Understand the complete process of fund formation, including the key legal, regulatory, and operational steps for launching a private fund or special purpose vehicle.

Blue Owl’s redemption halt signals liquidity risks in retail private credit, while the SEC previews "Project Crypto" safe harbors. Plus, NIST sets AI standards, SCOTUS blocks global tariffs, and the FTC defends expanded HSR merger filings.

In 2026, we're focusing on depth—moving beyond simple record-keeping to deliver a real-time, interconnected system of record. Here's an insight into everything Carta's product teams are building this year to cater to the complexities of private capital.

Understand the private placement memorandum (PPM), the essential disclosure document for your private fund offering, including its key components, legal importance, and role as the operational blueprint for your fund administrator.

Learn how fund administration streamlines a private fund’s operations by handling accounting, LP reporting, asset valuation, capital calls, and distributions.

SEC Chair highlights capital access reforms in congressional testimony. Meanwhile, Carta joins SEC Small Business Forum and private credit faces inflection point as AI disruption continues.

Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.

Treasury Secretary Bessent champions a pro-growth agenda in FSOC testimony, the SEC signals an engagement-first approach to AI adoption for funds, and markets respond to AI-driven disruption, shaping the tech policy landscape.

Senate Ag advances its crypto market structure bill, the SEC clarifies tokenization rules, and bipartisan negotiations continue on the CLARITY Act as regulatory priorities shift toward on-chain infrastructure and digital asset oversight.

Senate Ag advances crypto market structure bill without bipartisan support, Trump makes affordability pitch at Davos, California launches VC diversity site, and AI risks spark urgent calls for federal action.