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The White House unveils a national AI policy focusing on federal preemption, while the SEC and CFTC release a landmark crypto taxonomy. Plus, California suspends its VC reporting mandate pending further industry-led rulemaking.

How do PE-backed portfolio companies use their equity as a tool to attract and retain talent? Dig into our full breakdown of ESOPs, equity types, vesting schedules, performance conditions, and more.

Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.

SEC & CFTC announce new model to harmonize oversight efforts. SBIR/STTR reauthorization expected to make President's desk, and the CFTC signals new rules for prediction markets.

Carta advocates for the INVEST Act at the SEC's annual forum, retail access to private markets gains momentum with guardrails, and AI's economic consequences fuel the policy debate.

Understand the subscription agreement, including its purpose, key components, and essential role in the fund closing process and regulatory compliance.

Side letter agreements provide tailored terms outside main contracts. Explore common clauses, benefits and management tips in private fund deals.

Learn how to implement a risk-based approach to shadow accounting that validates net asset value, management fees, and waterfall distributions without duplicating operational effort.

Learn how to set up a family office, including key decisions to make around legal structuring, back-office operations, regulatory compliance, and cost management.

A virtual family office (VFO) provides a modern, flexible structure for investing in private markets. Understand the operational model, core services, and technology stack required to build and manage a VFO for your investment strategy.

Learn the fundamentals of private equity, including how funds are structured, common investment strategies, and the operational mechanics of value creation and fund administration.