Blog Overview

Pre-seed startup funding in 2025 exhibited a concentration of capital, with fewer overall instruments issued but some companies raising massive amounts.

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.

QSBS stacking and packing strategies increase tax exclusion by multiplying shareholders and raising cost basis through gifting, trusts and entity conversions.

Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.

Learn how fund administration streamlines a private fund’s operations by handling accounting, LP reporting, asset valuation, capital calls, and distributions.

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.