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1264 entries found

Fund forecasting: The fund CFO’s playbook
Fund Management
November 2025
Fund forecasting: The fund CFO’s playbook
Learn how to build a dynamic fund forecast to move your firm from reactive reporting to proactive strategy. This tactical playbook covers portfolio construction, capital deployment, exit modeling, and reporting to your limited partners.
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State of Private Markets Q3 2025
Data & Research
November 2025
State of Private Markets Q3 2025
The industry continued to grow, marked by key trends: Early-stage valuations keep rising, down rounds are growing less frequent, and the Bay Area still reigns supreme. See all the best data in our latest report.
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SEC outlines exam priorities & signals on 401(k) access to alts
Policy Newsletter
November 2025
SEC outlines exam priorities & signals on 401(k) access to alts
SEC outlines exam priorities tied to retail access, pushes policy changes to expand 401(k) exposure to alts, while Reg S-P compliance looms and Trump renews calls for unified federal AI standards.
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The general ledger: A fund’s single source of truth
Fund Management
November 2025
The general ledger: A fund’s single source of truth
Learn the general ledger's role as the core record for private funds including its key components, how it works, and why its accuracy is vital for reporting and LP trust.
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AML and KYC: The fund operations mandate
Investors
November 2025
AML and KYC: The fund operations mandate
Learn the core compliance requirements for AML and KYC, covering the key definitions, operational processes, and regulations you must follow to protect your fund.
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Carried interest
Fund Management
November 2025
Carried interest
Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.
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How ESOPs are transforming employee compensation in the UAE and Saudi Arabia
APAC & MENA
November 2025
How ESOPs are transforming employee compensation in the UAE and Saudi Arabia
Learn how market trends and legislative changes are changing employee compensation in the UAE and KSA, encouraging startups to adopt equity-based rewards.
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State of Pre-Seed Q3 2025
Data & Research
November 2025
State of Pre-Seed Q3 2025
The total cash raised and count of instruments both dipped a bit in Q3, but the broader picture shows that total pre-seed funding activity in 2025 will likely outpace 2024.
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Native handling for PIK interest and fee structures
Investors
November 2025
Native handling for PIK interest and fee structures
Carta makes it easier to handle complex interest and private credit fee structures, track accruals, and eliminate manual errors.
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Handling unitranche deals in Carta Loan Operations
Investors
November 2025
Handling unitranche deals in Carta Loan Operations
Coordinate payment waterfalls, PIK interest, and amendments for unitranche structures with full control, flexibility, and transparency.
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Dynamic private credit fee management in Carta
Investors
November 2025
Dynamic private credit fee management in Carta
Carta automates accrual and invoicing, helping private credit managers maintain a centralized, audit-ready record for all fees.
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Amend private credit deals directly in Carta Loan Ops
Investors
November 2025
Amend private credit deals directly in Carta Loan Ops
Our amendment tool transforms how private credit investors adapt to dynamic deal terms, with instant updates and real-time portfolio insight.
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