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Learn about the schedule of investments, including its core components and compliance requirements, and how to streamline its preparation from data collection to final presentation for your LPs and auditors.

Understand the PE due diligence process from a fund CFO’s perspective. Learn the key phases of investigation and explore a framework for financial, operational, legal, and commercial review.

Find out how data-driven technology can help you master investor due diligence for small-cap secondaries, from fund management and performance tracking to portfolio analysis and reporting.

Learn about private equity secondaries, including the strategic motivations for buyers and sellers and the operational playbook for executing these complex transactions.

Carta Policy looks back on key 2025 wins—including tax reform, the INVEST Act, and SEC engagement—and previews a pivotal 2026 for private market regulation, capital access, and digital asset policy.

The White House eyes 401(k) withdrawals to support homeownership as regulators move to expand retail access to alts, Senate crypto talks stall, and the SBA modernizes SBIC rules to boost capital deployment.

Learn about pro forma cap tables, why you need one for fundraising, and how to use it to model dilution and make better decisions for your company.

Carta Policy recaps key 2025 wins—including tax reform and the INVEST Act—as 2026 kicks off with renewed Senate action on crypto policy, new SEC data on capital trends, and early signs of tightening access in private markets.

Learn about the master-feeder fund structure, including how it works, its strategic benefits for accommodating a global investor base, and the operational challenges you need to manage.

Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.

Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.