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Venture CapitalPrivate Equity
SEC signals retail access to private markets may come with guardrails
Policy Newsletter
September 2025
SEC signals retail access to private markets may come with guardrails
SEC backs capital formation reforms and signals interest in expanding retail access to private markets with additional guardrails, while Congress faces a likely government shutdown and new H-1B restrictions spark concern across the innovation ecosystem.
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Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
Announcements
September 2025
Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
The next evolution of valuation tools streamlines processes, increases data visibility, and builds trust with LPs and auditors.
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VC Fund Performance: Q2 2025
Data & Research
September 2025
VC Fund Performance: Q2 2025
The percentage of venture funds on Carta that have begun to return capital to their LPs jumped noticeably in Q2 for every vintage from 2017 through 2023, as investors demonstrated a new urgency around generating DPI.
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Compared to a year ago, more VC cash is going to bridge rounds
Data & Research
September 2025
Compared to a year ago, more VC cash is going to bridge rounds
In Q2, 16.6% of all venture capital raised came from bridge rounds, up from 11.8% during the same period last year. What’s behind the recent bump?
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‘Quantity is down, and quality is up’: The new state of Series A fundraising
Data & Research
September 2025
‘Quantity is down, and quality is up’: The new state of Series A fundraising
Series A deal count on Carta was down 18% year over year, while cash raised declined by 23%. But valuations at the stage keep going up.
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Public companies gaining leverage on governance
Policy Newsletter
September 2025
Public companies gaining leverage on governance
SEC supports governance reforms and retail market access, FTC signals stricter oversight on board interlocks, and policy shifts aim to strengthen public markets.
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Follow-On Investment
Follow-On Investment
September 2025
Follow-On Investment
Learn about this key way to fund fuel growth, mitigate dilution, and support critical decisions for their portfolio companies.
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NAV Finance
NAV Finance
September 2025
NAV Finance
Learn how to operationalize NAV facilities, manage collateral structures, and maintain covenant compliance with accurate valuations.
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Management Fees
Management Fees
September 2025
Management Fees
Explore the complete lifecycle of management fees, from calculations based on committed capital to the post-investment period "step-down" on invested capital.
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Mezzanine Debt
Mezzanine Debt
September 2025
Mezzanine Debt
Mezzanine debt is a hybrid financing solution positioned between senior debt and equity, offering growth capital with flexible terms and equity kickers.
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Co-Investment
Co-Investments
September 2025
Co-Investment
Co-investment is a minority investment alongside a private equity or venture capital fund, offering transparency, control and potential higher returns.
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Tender offers are helping fill the gap left by venture capital’s IPO lull
Data & Research
September 2025
Tender offers are helping fill the gap left by venture capital’s IPO lull
So far this year, about 61% of tenders administered on Carta involved companies at Series C or later, while the other 39% involved companies between the seed stage and Series B.
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