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Learn about non-disclosure agreements, the types of NDAs you may encounter, the key clauses to negotiate, and what happens when someone breaks an NDA.

A close look at how venture capital and private equity firms track the financial performance of their portfolio companies and why monitoring is a critical aspect of portfolio management.

Earlier this year, a widespread plunge in software valuations sparked talk of a coming SaaS-pocalypse. As the dust continues to settle, what are the implications for private equity?

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

Carta's AI release briefing: Rearchitecting private capital operations. Discover new LLM Plugins and AI tools for data automation.

Analyze your co-investor network in Claude, with drill-downs by company and natural language Q&A on SPA data.

Learn what relationship intelligence is, how it works, how it differs from a traditional CRM system, and how it becomes a competitive advantage in a difficult deal sourcing environment.

Effective management due diligence (MDD) can give private fund investors the much-needed edge in winning a must-have asset. Learn what MDD covers, how the process works, and how to prepare for evaluation.

Streamline your workflow with the new Carta CRM Chrome extension. Instantly access pipeline context, log leads, and manage contacts directly from your browser.

Entity management keeps your fund entities compliant, audit-ready, and organized across every jurisdiction. This guide provides everything fund managers need to know.

Forward deal emails or ask questions to agent@crm.carta.com—the CRM Email Agent creates records and replies with answers.