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1211 entries found

The private placement memorandum, explained
Fund Management
February 2026
The private placement memorandum, explained
Understand the private placement memorandum (PPM), the essential disclosure document for your private fund offering, including its key components, legal importance, and role as the operational blueprint for your fund administrator.
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State of Pre-Seed: 2025 in Review
Data & Research
February 2026
State of Pre-Seed: 2025 in Review
Pre-seed startup funding in 2025 exhibited a concentration of capital, with fewer overall instruments issued but some companies raising massive amounts.
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QSBS rollovers: A founder’s guide to the Section 1045 rollover
QSBS
February 2026
QSBS rollovers: A founder’s guide to the Section 1045 rollover
Learn how to preserve qualified small business stock (QSBS) eligibility through an IRC Section 1045 rollover and how eligible taxpayers can report a QSBS rollover.
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QSBS Stacking & Packing
QSBS Stacking & Packing
February 2026
QSBS Stacking & Packing
QSBS stacking and packing strategies increase tax exclusion by multiplying shareholders and raising cost basis through gifting, trusts and entity conversions.
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Qualified small business stock (QSBS)
Educational Essentials
February 2026
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
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Fund administration: A guide for venture capital and private equity funds
Fund Administration
February 2026
Fund administration: A guide for venture capital and private equity funds
Learn how fund administration streamlines a private fund’s operations by handling accounting, LP reporting, asset valuation, capital calls, and distributions.
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State of Private Markets: 2025 in review
Data & Research
February 2026
State of Private Markets: 2025 in review
It was a strong year overall for venture fundraising on Carta, with startups bringing in nearly $120 billion over the course of 2025. As the market adjusts to the omnipresence of AI, a new type of normal has emerged.
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Atkins backs capital formation priorities to expand access to private capital
Policy Newsletter
February 2026
Atkins backs capital formation priorities to expand access to private capital
SEC Chair highlights capital access reforms in congressional testimony. Meanwhile, Carta joins SEC Small Business Forum and private credit faces inflection point as AI disruption continues.
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Alternative minimum tax (AMT)
Equity Education
February 2026
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISOs)? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return.
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Waterfall modeling:
A complete guide
Featured
February 2026
Waterfall modeling:
A complete guide
Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.
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Best cap table software for 2026
Cap Table
February 2026
Best cap table software for 2026
Manage equity with ease using the best cap table software for 2026. Compare features, pricing, and benefits of top solutions like Carta, Pulley, and more to find the best fit for your company’s growth and compliance needs.
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Capital structure: A founder's guide to ownership
Fundraising
February 2026
Capital structure: A founder's guide to ownership
Learn how to build and manage your company’s capital structure. Understand the key differences between debt and equity and how to track ownership as you fundraise and grow.
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