Search results

Your investors now have a secure way to submit securities transfer instructions in Carta, ahead of an in-kind distribution.

Hong Kong’s expanded carried interest regime opens tax opportunities for hedge funds, private credit, and venture capital. To capture this opportunity, fund managers need a solid operational system built at scale.

As investment activity booms, the secondaries landscape is undergoing a generational shift. How can buy-side investors ensure they're keeping pace?

Learn about the private capital ecosystem, including core investment strategies, distinct asset classes, and the fund structures and operational demands of the complete fund lifecycle.

Understand the core responsibilities of a fund manager in private equity and venture capital. This guide covers your role throughout the fund lifecycle, from investment strategy and fund operations to LP relations and compliance.

Learn the fundamentals of private market investing, covering the key participants, common investment structures, strategic advantages, and potential risks.

A partner capital account (PCAP) statement is the definitive record of an investor's equity in a fund. Learn its key components and why accurate, timely reporting is important for fund administration.

Learn the fundamentals of equity investments, including how you structure the deal and the operational challenges of managing the asset throughout its lifecycle.

With the right support, private equity, private credit, and venture fund audits don’t have to be stressful or confusing. Learn about the annual fund audit process for private funds, including legal requirements and investor expectations.

Learn the nuances of middle market private equity, including deal segmentation, value creation strategies, and the infrastructure required to scale your fund operations.

Learn about the structure of PE compensation, including fund-level carried interest and portco equity plans, and how these components are funded, administered, and used to drive value.