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Policy Newsletter
June 2025
Senate poised to unveil tax plan with impacts on innovators
SEC withdraws investment adviser proposals…except KYC; U.S.-China framework unlocks rare earth minerals but maintains tariff rates
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Policy Newsletter
June 2025
Tax bill faces challenges beneath Trump-Musk divide
Big, Beautiful Bill debate turns ugly; navigating tariff turmoil; push for greater retail access to private markets continues; and Carta & Mayer Brown to co-host event in NYC on June 17
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Equity Education
June 2025
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
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Investors
June 2025
Qualified purchaser
A qualified purchaser can invest in unregistered securities. Learn how the SEC defines a qualified purchaser, how it differs from an accredited investor, and the requirements needed to qualify.
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Carta
June 2025
Schedule K-1 tax form
A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.
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Fundraising Files
June 2025
How a stressful board meeting—and a little luck—led to a large seed round
A founder shares lessons on efficient fundraising, strong investor communication, and goal-setting while building a startup that reimagines how boards operate.
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Fund Administration
June 2025
Run your firm smarter and leaner: Connect expense management with fund admin in one platform
Carta + Ramp. Now, we’re talking.
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Data & Research
June 2025
How PE-backed companies use performance conditions to align incentives with employees
Private equity investors outline the trends, dynamics, and data behind executive compensation at PE-backed portfolio companies, and discuss how incentives can be aligned among key stakeholders.
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Data & Research
May 2025
New VC funds are relying more than ever on their anchor investors
This anchor check can provide a strong financial base for the rest of the fund, and a consequential investment from a key LP can send a strong signal to the rest of the market about a new fund’s viability.
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APAC & MENA
May 2025
Carta unlocks new phase of growth in MENA’s VC and PE ecosystem
As the world’s largest fund administrator for venture capital, Carta will support the private market ecosystem in the Middle East and North Africa region with its end-to-end software platform for fund operations.
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Investors
May 2025
Portfolio monitoring
A close look at how venture capital and private equity firms track the financial performance of their portfolio companies and why this portfolio monitoring is a critical aspect of fund management.
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Investors
May 2025
How a tech exec turned investor found purpose and impact backing women-led startups
A venture investor shares her journey from tech to politics to impact investing, highlighting the power of risk-taking, mentorship, and supporting women founders.
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