Learn /Collections /Private Equity

Curated resources for private equity teams—from analysts to CFOs.

Explore expert-written articles, guides, and tools to help you start a private equity firm, close your first fund, understand portco equity, and everything in between.
Private Equity Collection - Header Image

Getting started

Carta logo
Author: The Carta Team
Date: April 2023
featured article
Private equity
Private equity firms invest in growth-stage and more mature companies in exchange for a majority stake in the business. Learn more about PE investing.
How to start a private equity firm
Investors
September 2024
How to start a private equity firm
Learn how to start a private equity firm—from defining your investment strategy to raising capital and conducting a first close.
View
Private investment funds
Investors
June 2024
Private investment funds
Private investment funds are the backbone of the private markets. In this article, we’ll cover the basics of private funds, including how they’re structured, managed, and regulated.
View
Private equity fund structures
Investors
September 2024
Private equity fund structures
Understand the most common entity structure for private equity firms and their funds—the limited partnership—including key legal and tax implications of this type of PE fund structure.
View
Learn more
Linkedin Blueprint (1)
Private Equity Blueprints
Bring the power of ownership to your key executives with this guide on PE equity types and how to implement them.
Get started

Ownership Trends in Private Equity

Authors: Hamza Shad & Christina Cheledinas
Date: September 2024
featured article
Ownership trends in private equity: 2024
Our second annual Ownership Trends in Private Equity report provides a status update on the progress private equity has made toward the commitment to expand employee ownership.
Value creation through employee equity
September 2024
Insights from the 2024 Private Equity Ownership Trends Report
Join Peter Walker and Hamza Shad, who lead Carta’s Data Insights Team, Dana Zhang, PE business development manager at Carta, and Shiv Narayanan, host of the “Private Equity Value Creation Podcast,” for a deep dive into value creation through employee equity.
View
Building the ownership economy: Issue brief
Issue Briefs
March 2024
Building the ownership economy: Issue brief
Employee ownership should be a standard part of employee compensation and business strategy across sectors and industries.
View
Ownership trends in private equity
Data & Research
June 2023
Ownership trends in private equity
Carta’s Ownership Trends in Private Equity report offers a first look into the shift toward employee ownership in private equity-backed companies.
View

Waterfall Modeling

Waterfall Modeling: A Complete Guide

What is a waterfall analysis?

Waterfall Modeling Glossary
Waterfall Analysis
Waterfall models, done in seconds
In a single click, create waterfall models that are accurate, transparent, and customized to your operating agreement.
Learn more

Customer Stories

How Kayne Anderson uses Carta to manage its private equity portfolio

Relativity chose Carta's LLC platform to help manage its equity program

How Base10 turns fund admin into a strategic advantage with Carta

How Carta makes phantom equity simple for Athena LLC

Equity Deep Dives

Carta logo
Author: The Carta Team
Date: September 2024
featured article
Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.
Profits interest
Equity Education
August 2022
Profits interest
A profits interest is a form of equity-like compensation available to LLCs. Learn about profits interest units, their tax treatment, and valuations.
View
Phantom equity
Equity Education
January 2024
Phantom equity
Phantom equity (also know as phantom stock) is one of several types of equity LLCs can issue. Learn more about how phantom equity works.
View
Private equity vs. public equity
Compensation
February 2020
Private equity vs. public equity
Job offers often include base salary, bonuses, stipends, and shares. Here's how to value a compensation package including private equity or public equity.
View
Learn more

Latest articles

Search funds
Investors
October 2024
Search funds
Learn what a search fund is and how it works as a private investment vehicle for entrepreneurs. We'll also cover how the search fund model works and how it compares to a traditional private equity fund.
View
Software for the Private Equity Fund CFO
Investors
October 2024
Software for the Private Equity Fund CFO
Why do firms that invest in the best companies still run on spreadsheets and PDFs?
View
Business tax deadlines 2025: Corporations and LLCs
Founder Education
September 2024
Business tax deadlines 2025: Corporations and LLCs
Key tax deadlines are coming up in 2025 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
View
How to start a private equity firm
Investors
September 2024
How to start a private equity firm
Learn how to start a private equity firm—from defining your investment strategy to raising capital and conducting a first close.
View
Rollover equity
Late-Stage Private Companies
September 2024
Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.
View
Ownership trends in private equity: 2024
Data & Research
September 2024
Ownership trends in private equity: 2024
Our second annual Ownership Trends in Private Equity report provides a status update on the progress private equity has made toward the commitment to expand employee ownership.
View
Waterfall Modeling:
A complete guide for deal teams, CFOs,
and legal advisors
Featured
August 2024
Waterfall Modeling:
A complete guide for deal teams, CFOs,
and legal advisors
In this practical example, learn the ins and outs of simple and complex waterfall modeling. Download a free Waterfall Modeling White Paper, which includes six additional complex models.
View
LLC membership interests
Limited Liability Companies
July 2024
LLC membership interests
Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also cover the differences between membership interests and equity compensation.
View
LLC funding
Limited Liability Companies
June 2024
LLC funding
Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs. corporations, and what types of investors are available.
View
View more