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Investors

The investment thesis: Your fund’s strategic blueprint
The investment thesis: Your fund’s strategic blueprint
A fund investment thesis is the blueprint for your fund's strategy, guiding everything from fundraising to daily fund management. Learn how to write an investment thesis to develop a winning fund strategy.
Venture capital tax treatment
Venture capital tax treatment
Learn about the tax treatment of venture capital funds, including the treatment of management fees and carried interest, special considerations like QSBS, and what LPs expect from your fund during tax season.
How connected systems can solve PE’s valuations problems
How connected systems can solve PE’s valuations problems
For PE fund managers, accurate portfolio valuations are critical. They can also be complicated, time-consuming, and headache-inducing. A connected fund-management ecosystem can help.
The first end-to-end operating system for Fund of Funds
The first end-to-end operating system for Fund of Funds
Carta's end-to-end platform for Fund of Funds unifies administration, document automation, and portfolio analytics to eliminate manual workflows and unlock real-time insights.
Migrating your fund to Carta: The new standard for speed and transparency
Migrating your fund to Carta: The new standard for speed and transparency
There are several reasons why funds change fund administrators. Here’s a guide to understanding when, why, and how to switch.
Private equity: The engine of transformative capital
Private equity: The engine of transformative capital
Learn the fundamentals of private equity, including how funds are structured, common investment strategies, and the operational mechanics of value creation and fund administration.