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Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.

Treasury Secretary Bessent champions a pro-growth agenda in FSOC testimony, the SEC signals an engagement-first approach to AI adoption for funds, and markets respond to AI-driven disruption, shaping the tech policy landscape.

The 2021 vintage of venture funds is still relatively early in its lifecycle. But the early data on returns may soon be cause for concern.

Senate Ag advances its crypto market structure bill, the SEC clarifies tokenization rules, and bipartisan negotiations continue on the CLARITY Act as regulatory priorities shift toward on-chain infrastructure and digital asset oversight.

California will require most venture capital firms with state ties to report anonymized demographic data on founders starting this year, imposing new compliance obligations and increasing transparency across the VC ecosystem.

Senate Ag advances crypto market structure bill without bipartisan support, Trump makes affordability pitch at Davos, California launches VC diversity site, and AI risks spark urgent calls for federal action.

Understand the complete fund distribution process, including calculating the waterfall and executing payments and managing strategic considerations and LP communications.

Understand the PE due diligence process from a fund CFO’s perspective. Learn the key phases of investigation and explore a framework for financial, operational, legal, and commercial review.

Find out how data-driven technology can help you master investor due diligence for small-cap secondaries, from fund management and performance tracking to portfolio analysis and reporting.

Learn about private equity secondaries, including the strategic motivations for buyers and sellers and the operational playbook for executing these complex transactions.

Carta Policy looks back on key 2025 wins—including tax reform, the INVEST Act, and SEC engagement—and previews a pivotal 2026 for private market regulation, capital access, and digital asset policy.