The Carta Team

Carta's best-in-class software, services, and resources are designed to promote clarity and connection in the private capital ecosystem. By combining industry experience with proprietary data and real customer stories, our content offers expert guidance and clear, actionable insights for companies and investors.

Latest from The Carta Team

Carta establishes a dual-hub network for Hong Kong's $240B private markets

With a new office in Hong Kong, Carta brings localized fund administration expertise and on-the-ground support to one of Asia’s most active private capital centers. View

How management due diligence works in practice

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. View

The importance of entity management in private funds

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

Fund tax complexity: What your fund structure actually requires

Is fund complexity driving your tax strategy? Learn how aligning fund administration with tax operations reduces compliance risk, streamlines reconciliation, and ensures ongoing tax readiness. View

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. View

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. View

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. View