Blog Overview

Learn about the schedule of investments, including its core components and compliance requirements, and how to streamline its preparation from data collection to final presentation for your LPs and auditors.

Understand the PE due diligence process from a fund CFO’s perspective. Learn the key phases of investigation and explore a framework for financial, operational, legal, and commercial review.

Find out how data-driven technology can help you master investor due diligence for small-cap secondaries, from fund management and performance tracking to portfolio analysis and reporting.

Learn about private equity secondaries, including the strategic motivations for buyers and sellers and the operational playbook for executing these complex transactions.

Carta Policy looks back on key 2025 wins—including tax reform, the INVEST Act, and SEC engagement—and previews a pivotal 2026 for private market regulation, capital access, and digital asset policy.

The White House eyes 401(k) withdrawals to support homeownership as regulators move to expand retail access to alts, Senate crypto talks stall, and the SBA modernizes SBIC rules to boost capital deployment.