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Carta Policy recaps key 2025 wins—including tax reform and the INVEST Act—as 2026 kicks off with renewed Senate action on crypto policy, new SEC data on capital trends, and early signs of tightening access in private markets.

Learn about the master-feeder fund structure, including how it works, its strategic benefits for accommodating a global investor base, and the operational challenges you need to manage.

Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.

Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.

Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.

See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.

Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.

Fund Administration clients now have a single, centralized location to access their Carta data and create their personalized custom reports and visualizations.

Build, preview, and export portfolio company tearsheets with a few clicks, reducing the production timeline from days or hours to just minutes.

We automated the accounting for GP carry. Now we're delivering the visibility.

Carta’s new Portfolio Valuations solution is now powered by features that make collecting and standardizing portco data in order to calculate equity value fast and seamless.