Search results

Family office services offer ultra-high-net-worth families tailored investment management and wealth planning to preserve and grow assets across generations.

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.

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.

Learn all about the different types of private credit financing, and how it differs from other forms of debt financing for companies.

Carta’s dashboard Spotlight sorts and surfaces your most important fund admin items, so you can keep tasks moving.

Collect key information before tax season officially begins with a quick survey that asks for details about your entities, investments, and firm.

J.P. Morgan® clients can create payments, manage approvals, and keep their books organized, all in the same place.

Carta’s Investments Dashboard continues to get better with added support for PE- and VC-backed LLC companies.

Automatically pull financials from your portfolio with each new event, fueling every model with real-time actuals.

Automatically generate and distribute ILPA capital call notices for a more streamlined process—no more multiple, manual tools.

The Entity Map makes visual sense of complex entity and partner relationships, reflecting every transaction in real time.