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Policy Newsletter
October 2025
Senate Dems sound the alarm on retail exposure to alts
Senate Democrats push back on 401(k) access to private funds, the shutdown hits the one-month mark with ripple effects across markets, and Carta spotlights broad-based ownership in private equity.
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Private Credit
October 2025
Navigating the landscape of private credit investing
Private credit investing offers higher yields and downside protection through direct lending and negotiated loan terms for institutional investors. Find out what it takes to manage a private credit fund.
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Investors
October 2025
A guide to private credit financing for private companies
Learn all about the different types of private credit financing, and how it differs from other forms of debt financing for companies.
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Investors
October 2025
Get to your fund admin daily priorities faster
Carta’s dashboard Spotlight sorts and surfaces your most important fund admin items, so you can keep tasks moving.
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Investors
October 2025
Take the first step to faster, easier K-1s
Collect key information before tax season officially begins with a quick survey that asks for details about your entities, investments, and firm.
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Investors
October 2025
End-to-end payments for J.P. Morgan® clients
J.P. Morgan® clients can create payments, manage approvals, and keep their books organized, all in the same place.
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Investors
October 2025
Get a unified picture of LLC, C-Corp investments
Carta’s Investments Dashboard continues to get better with added support for PE- and VC-backed LLC companies.
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Investors
October 2025
PortCo performance data, synced in real time
Automatically pull financials from your portfolio with each new event, fueling every model with real-time actuals.
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Investors
October 2025
Visualize LP exposure, for unprecedented control
The Entity Map makes visual sense of complex entity and partner relationships, reflecting every transaction in real time.
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Investors
October 2025
Prioritize investor communication easily
Automatically generate and distribute ILPA capital call notices for a more streamlined process—no more multiple, manual tools.
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Investors
October 2025
Model who gets what, across complex entity structures
A new upgrade lets you see how valuations cascade through multiple entities, and how they translate into final position values at every layer.
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Investors
October 2025
Keep an eagle eye over shared expenses
When your management company pays a shared expense, instantly split it across entities—giving you effortless traceability.
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