Search results

Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.

Trace every capital call, distribution, and LP payment back to journal entries, and benchmark LP returns against percentile cohorts.

Your portfolio valuations history and waterfall modeling results are now in Carta's Data Warehouse. Query, report, and analyze at scale.

Query, compare, and export private market comp benchmarks directly in Claude.

Venture capital fund performance rebounded in Q1 2026: Carta funds raised $3.9B across 86 new funds, while TVPI climbed for nearly every recent vintage.

For option grants, PIUs, and RSAs, spouses now sign equity grant consent directly in Carta as part of the acceptance flow.

Carta's CRM Notification Center lets you configure email alerts for the deals you care about.

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.

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.

Your investors now have a secure way to submit securities transfer instructions in Carta, ahead of an in-kind distribution.

Everything you need to know about zero exercise price options, including how ZEPOs work, tax benefits, and how you can leverage it as part of your ESS.