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Understand what a sidecar investment vehicle is, how to use one to pursue high-conviction deals, and what it takes to manage its lifecycle, economics, and compliance.

Learn the strategic and operational functions of investor relations for your PE fund, including how to build a modern IR program that fosters investor trust, streamlines fundraising, and ensures compliance.

Trump’s SOTU addresses housing and retirement as the Pentagon blocks Anthropic over AI guardrails. Meanwhile, Carta Policy joins SEC and House leaders to advocate for the INVEST Act to modernize and democratize access to U.S. capital markets.

By bringing a CRM directly into Carta's ERP for private capital, funds can manage deal flow, LP relationships, and advisor networks on a single, AI-enabled platform.

Understand the portfolio company’s role within a private equity or venture capital fund's structure, the operational relationship between a fund and its companies, and common exit strategies.

Learn how to build a strategic private equity compliance program that satisfies regulators, builds investor trust, and supports firm growth.

Understand the accredited investor rule, including the requirements for qualification, why the requirement exists, and how the accredited investor rules may change.

Understand the complete process of fund formation, including the key legal, regulatory, and operational steps for launching a private fund or special purpose vehicle.

Blue Owl’s redemption halt signals liquidity risks in retail private credit, while the SEC previews "Project Crypto" safe harbors. Plus, NIST sets AI standards, SCOTUS blocks global tariffs, and the FTC defends expanded HSR merger filings.

In 2026, we're focusing on depth—moving beyond simple record-keeping to deliver a real-time, interconnected system of record. Here's an insight into everything Carta's product teams are building this year to cater to the complexities of private capital.

Understand the private placement memorandum (PPM), the essential disclosure document for your private fund offering, including its key components, legal importance, and role as the operational blueprint for your fund administrator.