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Effortlessly distribute funds and earn investors’ trust with a smoother experience.

An interactive visualization makes complex PE fund structures instantly understandable for CFOs and stakeholders.

Request, view, and manage compliance checks for your LPs on Carta and keep your fund protected.

Carta Fund Forecasting is making it even easier for fund managers to track performance and keep models up-to-date with the integration of fund general ledger data.

Automated carry solution that eliminates spreadsheet errors and GP inquiries.

Sync Ramp expenses directly into Carta Fund Admin for real-time visibility, faster reconciliation, and smarter financial decisions—all from a single source of truth.

Chairman Paul Atkins outlined key initiatives and principles he expects the commission to tackle, with IPOs and increased access to the private markets at the top of his agenda.

When fund managers are ready to invest in a private company, they usually have to make a capital call first. Learn more about capital calls in private equity and venture capital.

Regular investor updates help to build trust between a company’s leadership team and its investors. Learn how to write an effective investor update.

Long and patient policy engagement pays off, as tax benefits open up for more investors and companies and R&D expensing turns more favorable for private capital markets as part of new budget bill.

In the first weeks after the initial tariff announcement, dealmakers proceeded with caution. More recently, however, spending in the merger market has been revving back up.