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Carta meets with top regulators on the Hill to advocate for equity-based 401(k) contributions. In addition, the SEC and CFTC propose Form PF changes as private credit faces new scrutiny.

A partner capital account (PCAP) statement is the definitive record of an investor's equity in a fund. Learn its key components and why accurate, timely reporting is important for fund administration.

AI policy accelerates in Washington, meanwhile, Congress reauthorizes SBIR/STTR programs. Plus, new tentative stablecoin deals and the INVEST Act aim to modernize capital formation and digital asset regulation for the innovation ecosystem.

Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.

Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.

Carta Plugins for Claude bring your fund data directly into AI. Query cap tables, fund metrics, and portfolio data in plain language without leaving Claude. Access live data securely, run scenarios, and get instant answers.

Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.

Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.

Learn the fundamentals of equity investments, including how you structure the deal and the operational challenges of managing the asset throughout its lifecycle.

With the right support, private equity, private credit, and venture fund audits don’t have to be stressful or confusing. Learn about the annual fund audit process for private funds, including legal requirements and investor expectations.

Learn the nuances of middle market private equity, including deal segmentation, value creation strategies, and the infrastructure required to scale your fund operations.