Search results

House to vote on the bipartisan INVEST Act to expand capital access, modernize accredited investor rules, and strengthen IPO pathways, as SEC and policymakers push reforms to bolster public and private markets.

The details of how private funds operate have always remained behind the curtain. Now, Carta provides a never-before-seen glimpse at how VC and PE investors manage and operate their funds.

Learn about fund structures for private investment funds, including the key entities, the flow of economics, and the legal agreements that govern them.

Learn the core principles of ASC 820, including how to apply the fair value hierarchy, select appropriate methodologies, and build an audit-ready process.

Learn the components of an audit trail and explains why maintaining a complete record is essential for your operational integrity and fiduciary duty.

Congress prepares to vote on bipartisan legislation to expand access to capital, modernize private market rules, and boost support for emerging managers and underserved founders across the innovation economy.

Understand the essential components of investor reporting for private funds, including the key performance metrics LPs expect, common operational challenges, and best practices for delivering a modern, transparent experience.

Learn how to build a dynamic fund forecast to move your firm from reactive reporting to proactive strategy. This tactical playbook covers portfolio construction, capital deployment, exit modeling, and reporting to your limited partners.

SEC outlines exam priorities tied to retail access, pushes policy changes to expand 401(k) exposure to alts, while Reg S-P compliance looms and Trump renews calls for unified federal AI standards.

Learn the general ledger's role as the core record for private funds including its key components, how it works, and why its accuracy is vital for reporting and LP trust.

Learn the core compliance requirements for AML and KYC, covering the key definitions, operational processes, and regulations you must follow to protect your fund.