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Blog Overview
See all of our blog posts in all categories by date.
Blog: All
Carta discusses access to capital, INVEST Act at SEC Small Business Forum
Carta advocates for the INVEST Act at the SEC's annual forum, retail access to private markets gains momentum with guardrails, and AI's economic consequences fuel the policy debate.
Switching to Carta from AngelList or Pulley
Carta’s cap table is the core of a flexible operating system for equity management. See why investors and law firms choose Carta to support growth.
The subscription agreement: What every fund manager should know
Understand the subscription agreement, including its purpose, key components, and essential role in the fund closing process and regulatory compliance.
Side letter essentials for emerging managers
Side letter agreements provide tailored terms outside main contracts. Explore common clauses, benefits and management tips in private fund deals.
Shadow accounting: A powerful approach to fund control
Learn how to implement a risk-based approach to shadow accounting that validates net asset value, management fees, and waterfall distributions without duplicating operational effort.
Setting up a family office: The institutional approach
Learn how to set up a family office, including key decisions to make around legal structuring, back-office operations, regulatory compliance, and cost management.
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