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Equity Management
November 2025
Cap tables
This guide explains everything you need to know about cap tables, from building your first one to managing company ownership as you prepare for fundraising and growth.
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Data & Research
November 2025
New regulations are spurring VC dealmaking in crypto
Years of regulatory muddiness created uncertainty among crypto startups, but a wave of new regulation could represent an opening of the floodgates for VC funding.
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article
November 2025
Hurdle rate: An explainer for fund managers and investors
Hurdle rate outlines the minimum return a private equity fund must achieve before the general partner can share in the profits, crucial for understanding profit distribution and calculation methods.
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article
November 2025
The family office: A guide for fund managers
Family office services offer ultra-high-net-worth families tailored investment management and wealth planning to preserve and grow assets across generations.
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Policy Newsletter
October 2025
Senate Dems sound the alarm on retail exposure to alts
Senate Democrats push back on 401(k) access to private funds, the shutdown hits the one-month mark with ripple effects across markets, and Carta spotlights broad-based ownership in private equity.
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Private Credit
October 2025
Navigating the landscape of private credit investing
Private credit investing offers higher yields and downside protection through direct lending and negotiated loan terms for institutional investors. Find out what it takes to manage a private credit fund.
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Investors
October 2025
A guide to private credit financing for private companies
Learn all about the different types of private credit financing, and how it differs from other forms of debt financing for companies.
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Investors
October 2025
Get to your fund admin daily priorities faster
Carta’s dashboard Spotlight sorts and surfaces your most important fund admin items, so you can keep tasks moving.
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Investors
October 2025
Take the first step to faster, easier K-1s
Collect key information before tax season officially begins with a quick survey that asks for details about your entities, investments, and firm.
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Investors
October 2025
End-to-end payments for J.P. Morgan® clients
J.P. Morgan® clients can create payments, manage approvals, and keep their books organized, all in the same place.
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Investors
October 2025
Get a unified picture of LLC, C-Corp investments
Carta’s Investments Dashboard continues to get better with added support for PE- and VC-backed LLC companies.
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Investors
October 2025
PortCo performance data, synced in real time
Automatically pull financials from your portfolio with each new event, fueling every model with real-time actuals.
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