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LlcPrivate EquityOwnership Trendsin Private Equity
Carta Policy: A year in review
Policy Newsletter
January 2026
Carta Policy: A year in review
Carta Policy recaps key 2025 wins—including tax reform and the INVEST Act—as 2026 kicks off with renewed Senate action on crypto policy, new SEC data on capital trends, and early signs of tightening access in private markets.
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Dissecting the master-feeder fund structure
Fund Management
January 2026
Dissecting the master-feeder fund structure
Learn about the master-feeder fund structure, including how it works, its strategic benefits for accommodating a global investor base, and the operational challenges you need to manage.
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Give the gift of clarity: Express K-1s
Tax Planning
January 2026
Give the gift of clarity: Express K-1s
Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.
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Custom reporting for complex fund requirements
Financial Reporting
January 2026
Custom reporting for complex fund requirements
Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.
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Visual Accounting: See the flow of capital in real time
Fund Ops
January 2026
Visual Accounting: See the flow of capital in real time
Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.
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Clear intercompany balances
Fund Administration
January 2026
Clear intercompany balances
See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.
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Agentic cash reconciliation and SOI tagging
Fund Administration
January 2026
Agentic cash reconciliation and SOI tagging
Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.
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A new way to make faster, smarter decisions with your fund data
Fund Administration
January 2026
A new way to make faster, smarter decisions with your fund data
Fund Administration clients now have a single, centralized location to access their Carta data and create their personalized custom reports and visualizations.
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Automated, investor-ready tear sheets
Fund Administration
January 2026
Automated, investor-ready tear sheets
Build, preview, and export portfolio company tearsheets with a few clicks, reducing the production timeline from days or hours to just minutes.
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Real-time carry visibility for GP members
Fund Administration
January 2026
Real-time carry visibility for GP members
We automated the accounting for GP carry. Now we're delivering the visibility.
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AI-enabled portfolio data collection for faster valuations
Valuations
January 2026
AI-enabled portfolio data collection for faster valuations
Carta’s new Portfolio Valuations solution is now powered by features that make collecting and standardizing portco data in order to calculate equity value fast and seamless.
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Streamline the audit confirmation process
Audit Readiness
January 2026
Streamline the audit confirmation process
Our latest update lets your fund, auditors, and portfolio companies seamlessly manage investment confirmations and valuation questions.
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