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Effective management due diligence (MDD) can give private fund investors the much-needed edge in winning a must-have asset. Learn what MDD covers, how the process works, and how to prepare for evaluation.

Entity management keeps your fund entities compliant, audit-ready, and organized across every jurisdiction. This guide provides everything fund managers need to know.

Forward deal emails or ask questions to agent@crm.carta.com—the CRM Email Agent creates records and replies with answers.

Plus, the SEC goes digital, and the Senate loses a giant.

Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.

The Carta CRM plugin for ChatGPT makes your CRM conversational. Instantly query deal data, surface relationship history, and update records via chat prompts.

Carta's AI release briefing: Rearchitecting private capital operations. Discover new LLM Plugins and AI tools for data automation.

Plus, SCOTUS strips agency independence.

Learn what SARs are, when you need to file one, what to include in it, and how to build SAR procedures into your fund’s compliance workflow.

In the midst of a relatively stagnant fundraising environment, emerging fund managers may have an appealing value proposition to present to LPs.

Learn about GP-led secondary transactions, the common structures of these deals, the operational challenges they create, and how integrated technology streamlines the process.