Blog Overview

The Carta 401(k), powered by Vestwell and Morgan Stanley, is a modern retirement solution for high-growth businesses and their employees.

In 2026, we're focusing on depth—moving beyond simple record-keeping to deliver a real-time, interconnected system of record. Here's an insight into everything Carta's product teams are building this year to cater to the complexities of private capital.

Understand the private placement memorandum (PPM), the essential disclosure document for your private fund offering, including its key components, legal importance, and role as the operational blueprint for your fund administrator.

Pre-seed startup funding in 2025 exhibited a concentration of capital, with fewer overall instruments issued but some companies raising massive amounts.

Learn how to preserve qualified small business stock (QSBS) eligibility through an IRC Section 1045 rollover and how eligible taxpayers can report a QSBS rollover.

QSBS stacking and packing strategies increase tax exclusion by multiplying shareholders and raising cost basis through gifting, trusts and entity conversions.