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Our product principles keep us bold, focused, and solving real-world problems. Here's what guides us and how we craft software for the unique world of private capital.

Data from more than 2,500 venture funds that currently use Carta Fund Administration gives us a revealing snapshot of fund performance, including IRR, DPI, and TVPI.

SEC withdraws investment adviser proposals…except KYC; U.S.-China framework unlocks rare earth minerals but maintains tariff rates

Odyssey will become Carta’s preferred transfer agent partner, aligning world-class cap table management and IPO readiness with public transfer agent services and shareholder solutions.

Learn how venture capital and private equity firms source, evaluate, and close high-quality investment opportunities through effective deal flow management.

Big, Beautiful Bill debate turns ugly; navigating tariff turmoil; push for greater retail access to private markets continues; and Carta & Mayer Brown to co-host event in NYC on June 17

In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.

A pro forma financial statement predicts the outcome of a business decision, investment, or deal. Learn when to use a pro forma for your company and what to include.

A qualified purchaser can invest in unregistered securities. Learn how the SEC defines a qualified purchaser, how it differs from an accredited investor, and the requirements needed to qualify.

Common stock and preferred stock offer different benefits to shareholders. Learn about the differences between common shares vs preferred shares in this article.

A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.