There are several reasons why funds change fund administrators. Here’s a guide to understanding when, why, and how to switch.

Qualified Small Business Stock (QSBS) offers founders, early employees, and investors the ability to exclude up millions of dollars of gain on stock sales from eligible companies. This article covers QSBS qualifications, potential risks, and tools to help shareholders stay compliant and maximize tax benefits.

See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.

Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.

Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.

We automated the accounting for GP carry. Now we're delivering the visibility.