Learn the core compliance requirements for AML and KYC, covering the key definitions, operational processes, and regulations you must follow to protect your fund.

Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.

Carta automates accrual and invoicing, helping private credit managers maintain a centralized, audit-ready record for all fees.

Coordinate payment waterfalls, PIK interest, and amendments for unitranche structures with full control, flexibility, and transparency.

Our amendment tool transforms how private credit investors adapt to dynamic deal terms, with instant updates and real-time portfolio insight.

Carta makes it easier to handle complex interest and private credit fee structures, track accruals, and eliminate manual errors.