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Fund Management
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Fund Management
June 2026
The KYC onboarding process in private markets
Learn more about Know Your Customer (KYC) onboarding for private equity and venture capital funds, from the regulatory verification process and how to automate these workflows to protect your firm and streamline the investor experience.
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Investors
June 2026
A guide to the limited partnership agreement (LPA)
Learn what an LPA is, including the key economic and governance provisions, and how LPA terms connect to real fund operations.
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Fund Management
June 2026
Fund of funds: Navigating the operational complexities
Learn about the fund of funds model, including its core structure and strategic benefits and the significant operational complexities inherent in its management.
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Fund Administration
June 2026
Ramp Bill Pay and Reimbursements now sync to Carta
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.
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Carta CRM
June 2026
The best CRM for private equity in 2026
Compare features, pricing, and benefits of top solutions like Carta, DealCloud, Affinity, and more to find the best CRM solution for your firm’s needs.
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Fund Administration
June 2026
The best fund administration for 2026
Find the best fund administration provider for you in 2026. Compare Carta, Hanover Park, Juniper Square, and more on real-time data, audit readiness, and LP portal quality.
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Fund Administration
June 2026
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.
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Fund Administration
June 2026
Query capital activity directly in the Data Warehouse
Trace every capital call, distribution, and LP payment back to journal entries, and benchmark LP returns against percentile cohorts.
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Fund Management
June 2026
Institutional investors in private funds: Who they are and how they allocate
Institutional investors are the primary source of capital for private investment funds. Learn the different types of institutional LPs, how they conduct due diligence, and the operational standards required to build lasting relationships with them.
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Secondaries
June 2026
GP-led and LP-led secondaries: Comparing two paths to liquidity in private markets
Unpack GP-led vs. LP-led secondaries—the two paths to private equity liquidity. Explore transaction mechanics, risks, and the booming opportunity in the APAC secondary market.
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Fund Administration
June 2026
Streamline in-kind distributions with in-app securities account collection
Your investors now have a secure way to submit securities transfer instructions in Carta, ahead of an in-kind distribution.
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Fund Tax
June 2026
What Hong Kong’s “big bang” tax cuts mean for your fund
Hong Kong’s expanded carried interest regime opens tax opportunities for hedge funds, private credit, and venture capital. To capture this opportunity, fund managers need a solid operational system built at scale.
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