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Policy Newsletter
July 2025
QSBS: Protected, and expanded
Long and patient policy engagement pays off, as tax benefits open up for more investors and companies and R&D expensing turns more favorable for private capital markets as part of new budget bill.
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Fundraising Files
July 2025
How this maternal-health founder closed a round while postpartum
Raising capital as a new mom isn’t business as usual—and that’s the point. The founder of Canopie shares how she closed a funding round while caring for a newborn.
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Data & Research
July 2025
Tariffs bring uncertainty—and opportunities—for PE and M&A
In the first weeks after the initial tariff announcement, dealmakers proceeded with caution. More recently, however, spending in the merger market has been revving back up.
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Data & Research
July 2025
In the face of tariff-related ‘chaos,’ early-stage tech investors sound an optimistic note
The new global tariff policy by the U.S. and ongoing negotiations have begun to change the way that some early-stage investors are approaching deals. But the global machine of startup fundraising is still churning along.
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Data & Research
July 2025
Five charts showing how AI is dominating the venture fundraising market
In 2024, companies in the AI space stunned the market by raising huge rounds at lofty valuations from some of the most prestigious investors. Some headline-grabbing rounds were raised mere weeks after launch.
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Liquidity
June 2025
Tender offers
Learn about tender offers, the tendering process, and how tenders work for private companies. Get all the answers to your tender offer questions.
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Investors
June 2025
How to measure investment fund performance: VC & PE metrics explained
Learn how to measure investment fund performance. Explore key metrics for VC and PE funds—including IRR, MOIC, and ESG integration—for smarter investing.
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Policy Newsletter
June 2025
R&D, QSBS still in play for tax bill
The House moves to expand investor access to private markets.
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Investors
June 2025
How fund managers can create a winning investor pitch deck
Learn how private funds can craft a standout investor pitch deck for raising capital from LPs. Get best practices, free templates, and pitch deck examples.
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Carta
June 2025
Track record essentials for emerging fund managers
Learn why a strong track record matters for VC and PE fundraising. Discover best practices for presenting your investment track record to LPs.
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article
June 2025
Small Business Investment Company (SBIC)
In 2024, the number of investors applying to be licensed as Small Business Investment Companies (SBICs) increased by nearly 300%. What is the role of SBICs in the private market, and why are they rapidly growing in popularity among investors?
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Data & Research
June 2025
Startups Face Tariff Uncertainty Amid Slow VC Dealmaking in 2025
Consumer startups posted the lowest quarterly totals since at least the start of 2019 for both investment amount and total deals. And Q2 did not begin with cause for optimism.
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