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Policy Newsletter
June 2025
Innovators gain ground in tax policy—QSBS & R&D
Bipartisan progress on stablecoin legislation; Carta & Mayer Brown private credit event recap; Treasury outlines principles for AML overhaul
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Product Education
June 2025
Building for private capital: Product principles that power Carta
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.
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Data & Research
June 2025
VC Fund Performance Q1 2025
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.
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Policy Newsletter
June 2025
Senate poised to unveil tax plan with impacts on innovators
SEC withdraws investment adviser proposals…except KYC; U.S.-China framework unlocks rare earth minerals but maintains tariff rates
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Initial Public Offerings
June 2025
Carta partners with Odyssey Transfer and Trust Company to aid private companies seeking to IPO
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.
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article
June 2025
Deal flow
Learn how venture capital and private equity firms source, evaluate, and close high-quality investment opportunities through effective deal flow management.
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Policy Newsletter
June 2025
Tax bill faces challenges beneath Trump-Musk divide
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
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Equity Education
June 2025
Tear sheets
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.
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Founder Education
June 2025
Pro forma financial statements
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.
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Investors
June 2025
Qualified purchaser
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.
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Equity Education
June 2025
Preferred stock vs. common stock
Common stock and preferred stock offer different benefits to shareholders. Learn about the differences between common shares vs preferred shares in this article.
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Carta
June 2025
Schedule K-1 tax form
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.
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