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Learn more about Know Your Customer (KYC) onboarding for private equity and venture capital funds, from the regulatory verification process and how to automate these workflows to protect your firm and streamline the investor experience.

Learn how to draft your startup's team like an NBA front office with Carta's latest, exclusive analysis: The Total Comp Scouting Report.

New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.

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

Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.

Run waterfall models and exit scenarios using natural language with Claude in the Carta Investors Plugin. Streamline complex investment math directly from your cap table.

All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.

Compare features, pricing, and benefits of top solutions like Carta, DealCloud, Affinity, and more to find the best CRM solution for your firm’s needs.

Plus, Peirce’s parting wisdom on the future of SEC regulation, and Carta Policy participates in U.S. Chamber’s Capital Markets Summit: The Future of American Capital.

PE firms are acquiring secondary investment firms. Explore what this consolidation means for LPs, from potential conflicts to new deal opportunities.

PE-backed companies use executive equity in different ways than VC-backed startups. A close look at how structure, ownership, and exit math help shape the equity landscape in PE.