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210 entries found

LlcPrivate EquityOwnership Trendsin Private Equity
SEC signals retail access to private markets may come with guardrails
Policy Newsletter
September 2025
SEC signals retail access to private markets may come with guardrails
SEC backs capital formation reforms and signals interest in expanding retail access to private markets with additional guardrails, while Congress faces a likely government shutdown and new H-1B restrictions spark concern across the innovation ecosystem.
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Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
Announcements
September 2025
Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
The next evolution of valuation tools streamlines processes, increases data visibility, and builds trust with LPs and auditors.
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Public companies gaining leverage on governance
Policy Newsletter
September 2025
Public companies gaining leverage on governance
SEC supports governance reforms and retail market access, FTC signals stricter oversight on board interlocks, and policy shifts aim to strengthen public markets.
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Follow-On Investment
Follow-On Investment
September 2025
Follow-On Investment
Learn about this key way to fund fuel growth, mitigate dilution, and support critical decisions for their portfolio companies.
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NAV Finance
NAV Finance
September 2025
NAV Finance
Learn how to operationalize NAV facilities, manage collateral structures, and maintain covenant compliance with accurate valuations.
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Management Fees
Management Fees
September 2025
Management Fees
Explore the complete lifecycle of management fees, from calculations based on committed capital to the post-investment period "step-down" on invested capital.
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Mezzanine Debt
Mezzanine Debt
September 2025
Mezzanine Debt
Mezzanine debt is a hybrid financing solution positioned between senior debt and equity, offering growth capital with flexible terms and equity kickers.
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Co-Investment
Co-Investments
September 2025
Co-Investment
Co-investment is a minority investment alongside a private equity or venture capital fund, offering transparency, control and potential higher returns.
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Form 1065
Form 1065
September 2025
Form 1065
IRS Form 1065 helps LLCs report partnership income, prepare Schedule K-1s, and accurately file an annual tax return.
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Lawsuit adds pressure to expand accredited investor definition
Policy Newsletter
September 2025
Lawsuit adds pressure to expand accredited investor definition
SEC’s accredited investor rules face a court challenge, Carta partners with the NYSE, updates on private credit policies, and Carta hosts a virtual event on QSBS.
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Private credit’s next chapter: Growth, access, and policy shifts
Private equity regulatory insights
September 2025
Private credit’s next chapter: Growth, access, and policy shifts
Policy shifts and product innovations in private credit are helping to expand access for investors. Learn how the regulatory landscape is impacting fund operations and what's next for this private market pillar.
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SEC releases regulatory priorities under Atkins
Policy Newsletter
September 2025
SEC releases regulatory priorities under Atkins
Efforts to facilitate capital formation, expand investor access, and provide regulatory clarity to the crypto industry will dominate the broader policy agenda in both Congress and at the SEC.
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