Investors

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 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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Speed, accuracy, and insight: Building a tech-forward path to day one financials
We spoke to Amanda Halfeld, Director at Alpha Alternatives, about technology-first fund administration, how it’s redefining what CFOs expect from their providers, and how Carta’s approach meets growing demand for real-time visibility and control.
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Beyond point solutions: Automating the valuation workflow with the Carta ERP
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.
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The secondary market, explained
Understand the function of the private secondary market and how companies can benefit from secondary liquidity and secondary market transactions.
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Fund audits: Turning compliance into an operational advantage
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.
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