Search results

A management company is the operational engine of an investment firm. Learn how this crucial entity is structured and why it’s essential for liability protection and professional fund management.

Learn key methodologies for calculating the value of an asset and build a defensible process for LP reporting, compliance, and audits.

The federal government shutdown halts regulatory progress impacting private capital and startups, California's landmark AI law sets a new standard for transparency, and the SEC clarifies crypto custody rules for advisers and funds.

LPs are the heartbeat of the innovation economy. The latest addition to the Carta product suite marks our first product specifically built for institutional capital allocators to manage their alternative asset data and portfolios.

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.

The next evolution of valuation tools streamlines processes, increases data visibility, and builds trust with LPs and auditors.

SEC supports governance reforms and retail market access, FTC signals stricter oversight on board interlocks, and policy shifts aim to strengthen public markets.

Learn about this key way to fund fuel growth, mitigate dilution, and support critical decisions for their portfolio companies.

Learn how to operationalize NAV facilities, manage collateral structures, and maintain covenant compliance with accurate valuations.

Explore the complete lifecycle of management fees, from calculations based on committed capital to the post-investment period "step-down" on invested capital.

Mezzanine debt is a hybrid financing solution positioned between senior debt and equity, offering growth capital with flexible terms and equity kickers.