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Entity management keeps your fund entities compliant, audit-ready, and organized across every jurisdiction. This guide provides everything fund managers need to know.

Discover real-time insights on round sizes, valuations, and dilution with Carta's Round Benchmarking Tool. Tailor benchmarks by stage, sector, and region.

Learn what SARs are, when you need to file one, what to include in it, and how to build SAR procedures into your fund’s compliance workflow.

In the midst of a relatively stagnant fundraising environment, emerging fund managers may have an appealing value proposition to present to LPs.

Learn about GP-led secondary transactions, the common structures of these deals, the operational challenges they create, and how integrated technology streamlines the process.

PE firms are holding onto portfolio companies longer than they used to, and standout exits have grown increasingly rare. In response, the PE industry is finding new ways to drive growth and work toward the exits they need.

Learn about the investor onboarding process, including the documents to collect, the compliance requirements to meet, and how to build a workflow that scales.

Give your LPs earlier tax visibility. Carta’s new quarterly tax estimates automate reporting for GPs, enabling smoother quarterly payments and fewer surprises.

PE firms typically don't invest in the sort of high-growth startups that dominate the AI market today. But that doesn't mean PE is sitting out the AI revolution.

Understand the core components of operational due diligence for private funds, including how institutional investors evaluate your back-office infrastructure and compliance protocols to turn your next audit into an advantage.

Learn more about Know Your Customer (KYC) onboarding for private equity and venture capital funds, from the regulatory verification process and how to automate these workflows to protect your firm and streamline the investor experience.