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S P V SpotlightOwnership Trendsin Private EquityPrivate Equity
Building the ERP for private capital: 2026 product roadmap
article
February 2026
Building the ERP for private capital: 2026 product roadmap
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.
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The private placement memorandum, explained
Fund Management
February 2026
The private placement memorandum, explained
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.
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Fund administration: A guide for venture capital and private equity funds
Fund Administration
February 2026
Fund administration: A guide for venture capital and private equity funds
Learn how fund administration streamlines a private fund’s operations by handling accounting, LP reporting, asset valuation, capital calls, and distributions.
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Atkins backs capital formation priorities to expand access to private capital
Policy Newsletter
February 2026
Atkins backs capital formation priorities to expand access to private capital
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.
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Waterfall modeling:
A complete guide
Featured
February 2026
Waterfall modeling:
A complete guide
Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.
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AI’s inflection point and what it means for policy
Policy Newsletter
February 2026
AI’s inflection point and what it means for policy
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.
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Unpacking the latest on the Senate Ag vote and CLARITY Act
Policy Newsletter
February 2026
Unpacking the latest on the Senate Ag vote and CLARITY Act
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.
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Senate prepares to move on crypto while government shutdown threat looms
Policy Newsletter
January 2026
Senate prepares to move on crypto while government shutdown threat looms
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.
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Fund distributions: Strategies for emerging managers
Fund Management
January 2026
Fund distributions: Strategies for emerging managers
Understand the complete fund distribution process, including calculating the waterfall and executing payments and managing strategic considerations and LP communications.
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Private equity due diligence: A CFO’s framework
article
January 2026
Private equity due diligence: A CFO’s framework
Understand the PE due diligence process from a fund CFO’s perspective. Learn the key phases of investigation and explore a framework for financial, operational, legal, and commercial review.
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Small-cap secondaries and discovering hidden profits in the private markets
article
January 2026
Small-cap secondaries and discovering hidden profits in the private markets
Find out how data-driven technology can help you master investor due diligence for small-cap secondaries, from fund management and performance tracking to portfolio analysis and reporting.
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Private equity secondaries: The operational guide
Private Equity
January 2026
Private equity secondaries: The operational guide
Learn about private equity secondaries, including the strategic motivations for buyers and sellers and the operational playbook for executing these complex transactions.
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