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Policy Newsletter
July 2026
SEC 2026 agenda signals regulatory relief for private fund advisers, continued focus on capital formation
Plus, SCOTUS strips agency independence.
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Fund Compliance
July 2026
Suspicious activity reports: A guide for fund compliance
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.
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Data & Research
July 2026
In a slow fundraising environment, investors spy an opportunity for emerging managers
In the midst of a relatively stagnant fundraising environment, emerging fund managers may have an appealing value proposition to present to LPs.
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Private Equity Secondaries
July 2026
GP-led secondaries, explained
Learn about GP-led secondary transactions, the common structures of these deals, the operational challenges they create, and how integrated technology streamlines the process.
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Data & Research
July 2026
As PE’s exit math changes, investors are finding new ways to drive portfolio growth
PE firms are holding onto portfolio companies longer than they used to, and standout exits have grown increasingly rare. In response, the PE industry is finding new ways to drive growth and work toward the exits they need.
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Carta Law
July 2026
Is your operating model ready for AI?
As AI tools reshape legal workflows, NDAs increasingly need AI-specific clauses. Here's what to include—and what to avoid—to protect confidentiality.
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Carta Law
July 2026
AI clauses in NDAs: Protecting confidentiality without killing collaboration
As AI tools reshape legal workflows, NDAs increasingly need AI-specific clauses. Here's what to include—and what to avoid—to protect confidentiality.
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Carta Law
July 2026
The hidden risk in legal AI: Data security
Legal AI tools built on general-purpose large language models introduce data security risks that legal teams often underestimate—from training data retention to third-party API exposure.
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Carta Law
July 2026
AI and ambiguity: Building legal AI systems that recognize uncertainty before it becomes risk
Legal AI systems that retrieve information confidently but incorrectly create real compliance risk. New research explains how detecting ambiguity before retrieval can prevent unreliable outputs.
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Carta Law
July 2026
Why GenAI isn’t enough for legal work
Large language models can summarize and draft, but they can't replicate firm-specific standards, client history, or the judgment that legal work requires.
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Carta Law
July 2026
Legal AI is booming. But is it solving the right problems?
Legal AI is attracting investment and attention, but most tools fall short of what lawyers actually need. Here is why the current generation misses the mark.
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Fund Administration
July 2026
How to streamline investor onboarding for your fund
Learn about the investor onboarding process, including the documents to collect, the compliance requirements to meet, and how to build a workflow that scales.
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