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Venture CapitalPrivate Equity
Raising the standard in fund administration
article
June 2025
Raising the standard in fund administration
We listened to our customers, and Carta Fund Administration is now the fastest-growing business at Carta, marrying best-in-class technology with world-class service. It is a powerful, unified platform, hand-built for the Office of the Fund CFO.
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Innovators gain ground in tax policy—QSBS & R&D
Policy Newsletter
June 2025
Innovators gain ground in tax policy—QSBS & R&D
Bipartisan progress on stablecoin legislation; Carta & Mayer Brown private credit event recap; Treasury outlines principles for AML overhaul
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Building for private capital: Product principles that power Carta
Product Education
June 2025
Building for private capital: Product principles that power Carta
Our product principles keep us bold, focused, and solving real-world problems. Here's what guides us and how we craft software for the unique world of private capital.
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VC Fund Performance Q1 2025
Data & Research
June 2025
VC Fund Performance Q1 2025
Data from more than 2,500 venture funds that currently use Carta Fund Administration gives us a revealing snapshot of fund performance, including IRR, DPI, and TVPI.
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Senate poised to unveil tax plan with impacts on innovators
Policy Newsletter
June 2025
Senate poised to unveil tax plan with impacts on innovators
SEC withdraws investment adviser proposals…except KYC; U.S.-China framework unlocks rare earth minerals but maintains tariff rates
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Tax bill faces challenges beneath Trump-Musk divide
Policy Newsletter
June 2025
Tax bill faces challenges beneath Trump-Musk divide
Big, Beautiful Bill debate turns ugly; navigating tariff turmoil; push for greater retail access to private markets continues; and Carta & Mayer Brown to co-host event in NYC on June 17
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Tear sheets
Equity Education
June 2025
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
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Qualified purchaser
Investors
June 2025
Qualified purchaser
A qualified purchaser can invest in unregistered securities. Learn how the SEC defines a qualified purchaser, how it differs from an accredited investor, and the requirements needed to qualify.
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Schedule K-1 tax form
Carta
June 2025
Schedule K-1 tax form
A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.
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How a stressful board meeting—and a little luck—led to a large seed round
Fundraising Files
June 2025
How a stressful board meeting—and a little luck—led to a large seed round
A founder shares lessons on efficient fundraising, strong investor communication, and goal-setting while building a startup that reimagines how boards operate.
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Run your firm smarter and leaner: Connect expense management with fund admin in one platform
Fund Administration
June 2025
Run your firm smarter and leaner: Connect expense management with fund admin in one platform
Carta + Ramp. Now, we’re talking.
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How PE-backed companies use performance conditions to align incentives with employees
Data & Research
June 2025
How PE-backed companies use performance conditions to align incentives with employees
Private equity investors outline the trends, dynamics, and data behind executive compensation at PE-backed portfolio companies, and discuss how incentives can be aligned among key stakeholders.
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