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

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

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

Get key insights on the future of AI in finance from Carta's Director of Data Science. Find out why the industry is shifting from 'software as a service' (SaaS) to 'service as software,' and why 'return on intelligence' is the new ROI.

Learn how AI and machine learning can help you overcome unstructured data challenges in alternative investments. Automate data extraction, visualization, and analysis for more informed decision-making.

Discover the risks, expectations and decision points at each stage of the private fund lifecycle, and how LPs can optimize returns.

Find out how to solve your capital call challenges with AI in this comprehensive guide to financial data extraction tools.

Learn how to extract granular private equity information and PortCo data from fund reports for enhanced portfolio monitoring.

Learn how phantom equity plans incentivize and retain key employees without diluting ownership. This guide covers mechanics, tax implications, and crucial risks for private companies considering implementation.

Congress ends the record-setting shutdown, but agency backlogs and unresolved programs linger, while the SEC and Senate make moves on crypto policy and CFPB funding faces major legal and operational threats.

Payroll tax rules for ESOPs issued in Australia vary by state. Discover when tax is triggered and best practices for managing a compliant employee share ownership plan to avoid unexpected costs.