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The Carta Policy Team

Carta’s Policy Team aims to connect the policymaking community and venture ecosystem to build an ownership economy and advance policies that support private companies, their employees, and their investors.

Carta’s Policy Team aims to connect the policymaking community and venture ecosystem to build an ownership economy and...

Latest from The Carta Policy Team

featured article

The venture capital regulatory playbook

Carta’s venture capital regulatory playbook gives fund managers a comprehensive guide to the current state of private market regulation.

Policy Newsletter

April 2025

Tariffs target China, roil U.S.

Startups and investors may have diminished access to capital during the current uncertainty—but more nimble enterprises may be able to adapt better and seize opportunities more quickly than legacy competitors.

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Carta pushes SBA to bolster fund managers and innovators

Policy Newsletter

April 2025

Carta pushes SBA to bolster fund managers and innovators

Also: Tariffs set off turmoil across markets; Carta urges SBA to bolster fund managers in congressional testimony

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SEC nominee outlines vision before Senate Banking Committee

Policy Newsletter

March 2025

SEC nominee outlines vision before Senate Banking Committee

Also, House Financial Services Committee continues capital formation push to expand access to more regions; Carta’s Head of Policy to testify in Congress next week

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Policy Newsletter

March 2025

The SEC is open for business

Guidance on accredited investors, and new clarity on gross/net performance reporting. Plus: Senate Banking advances stablecoin legislation, and Senate Dems blink in government funding fight to avert shutdown.

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Admin and Congress ramp up crypto efforts

Policy Newsletter

March 2025

Admin and Congress ramp up crypto efforts

Congress works to establish a market structure framework for stablecoins, and the White House establishes crypto reserves. Also: The Carta Policy Team discusses efforts to expand retail access to private fund investments.

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HFSC kicks off capital formation agenda to bolster startup ecosystem

Policy Newsletter

February 2025

HFSC kicks off capital formation agenda to bolster startup ecosystem

Carta leads efforts to support the Committee’s capital formation agenda. Also: The Investor Alliance visits the Hill to influence the tax reform debate.

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What is a 409A valuation?
What is a cap table?
What are advisory shares?
What are stock options?
How are stock options taxed?
Exercising stock options
What is vesting?
What is fund administration?
What is a SAFE?
Pre-money vs post-money SAFEs

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