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Understand the process of portfolio construction for private funds, from developing an investment thesis to modeling the key levers that will define your fund's strategy.

Understand what a sidecar investment vehicle is, how to use one to pursue high-conviction deals, and what it takes to manage its lifecycle, economics, and compliance.

Founders seeking a new cap table solution can avoid common pitfalls by choosing a provider based on strategy over urgency.

The median post-money valuation climbed to $24 million at the seed stage in Q4, and to $78.7 million at Series A. Why do these numbers keep on going up?

Learn the strategic and operational functions of investor relations for your PE fund, including how to build a modern IR program that fosters investor trust, streamlines fundraising, and ensures compliance.

Trump’s SOTU addresses housing and retirement as the Pentagon blocks Anthropic over AI guardrails. Meanwhile, Carta Policy joins SEC and House leaders to advocate for the INVEST Act to modernize and democratize access to U.S. capital markets.

By bringing a CRM directly into Carta's ERP for private capital, funds can manage deal flow, LP relationships, and advisor networks on a single, AI-enabled platform.

International expansion introduces regulatory and tax complexities that many startups underestimate. Find out what Australian founders need to consider when issuing equity to U.S. employees.

Understand the portfolio company’s role within a private equity or venture capital fund's structure, the operational relationship between a fund and its companies, and common exit strategies.

Learn about the growth equity investment strategy, including how it differs from venture capital and buyouts and the operational challenges of managing valuations, LP reporting, and complex cap tables.

Learn how to build a strategic private equity compliance program that satisfies regulators, builds investor trust, and supports firm growth.