Blog Overview

See all of our blog posts in all categories by date.

Blog: All

QSBS stacking and packing: A founder’s exit strategy
QSBS stacking and packing: A founder’s exit strategy
QSBS stacking and packing strategies increase tax exclusion by multiplying shareholders and raising cost basis through gifting, trusts and entity conversions.
Qualified small business stock (QSBS)
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
Fund administration: A guide for venture capital and private equity funds
Fund administration: A guide for venture capital and private equity funds
Learn how fund administration streamlines a private fund’s operations by handling accounting, LP reporting, asset valuation, capital calls, and distributions.
State of Private Markets: 2025 in review
State of Private Markets: 2025 in review
It was a strong year overall for venture fundraising on Carta, with startups bringing in nearly $120 billion over the course of 2025. As the market adjusts to the omnipresence of AI, a new type of normal has emerged.
Atkins backs capital formation priorities to expand access to private capital
Atkins backs capital formation priorities to expand access to private capital
SEC Chair highlights capital access reforms in congressional testimony. Meanwhile, Carta joins SEC Small Business Forum and private credit faces inflection point as AI disruption continues.
Waterfall modeling:
A complete guide
Waterfall modeling:
A complete guide
Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.
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