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Industry pushed policymakers to delay and repropose the rules, originally scheduled to take effect January 1, 2026. Investment advisers are now exempted until January 1, 2028.

White House releases crypto policy recommendations and SEC outlines crypto regulatory overhaul; also, employee ownership efforts gaining momentum

HFSC advances bipartisan bills; FinCEN (finally) delays implementation date for AML rules for investment advisers; White House advances AI goals with action plan and EOs

Make closing more efficient for sophisticated LPs with multi-party collaboration that doesn’t sacrifice visibility or control.

Congress sends historic crypto legislation to president’s desk; innovator coalition meets with SEC on capital formation priorities; anticipated EO to expand retirement access to alternative assets

Your dashboard now delivers enhanced design and functionality for better reporting and smarter decision making.

An interactive visualization makes complex PE fund structures instantly understandable for CFOs and stakeholders.

Carta Fund Forecasting is making it even easier for fund managers to track performance and keep models up-to-date with the integration of fund general ledger data.

Automated carry solution that eliminates spreadsheet errors and GP inquiries.

Chairman Paul Atkins outlined key initiatives and principles he expects the commission to tackle, with IPOs and increased access to the private markets at the top of his agenda.

Long and patient policy engagement pays off, as tax benefits open up for more investors and companies and R&D expensing turns more favorable for private capital markets as part of new budget bill.