Blog Overview

See all of our blog posts in all categories by date.

Blog: All

The best CRM for private equity in 2026
The best CRM for private equity in 2026
Compare features, pricing, and benefits of top solutions like Carta, DealCloud, Affinity, and more to find the best CRM solution for your firm’s needs.
PE firms are busy buying up secondary investment firms. What does it mean for LPs?
PE firms are busy buying up secondary investment firms. What does it mean for LPs?
PE firms are acquiring secondary investment firms. Explore what this consolidation means for LPs, from potential conflicts to new deal opportunities.
The best fund administration software and solutions for 2026
The best fund administration software and solutions for 2026
Find the best fund administration provider for you in 2026. Compare Carta, Hanover Park, Juniper Square, and more on real-time data, audit readiness, and LP portal quality.
Here's how (and why) executive equity grants differ between PE-backed portfolio companies and VC-backed startups
Here's how (and why) executive equity grants differ between PE-backed portfolio companies and VC-backed startups
PE-backed companies use executive equity in different ways than VC-backed startups. A close look at how structure, ownership, and exit math help shape the equity landscape in PE.
Build custom valuation reports from your Data Warehouse
Build custom valuation reports from your Data Warehouse
Your portfolio valuations history and waterfall modeling results are now in Carta's Data Warehouse. Query, report, and analyze at scale.
Query your documents and attached files directly from Carta CRM
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.
Want to see how Carta works?
Request a demo