Product education

Product Education

The Change Agents Briefing
Carta's AI release briefing: Rearchitecting private capital operations. Discover new LLM Plugins and AI tools for data automation.
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Mergers and acquisitions guide: Understanding the M&A process
Learn the basics of M&A transactions and how to navigate the process with support, tools, and other helpful solutions in this complete guide.
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Migrating your fund to Carta: The new standard for speed and transparency
There are several reasons why funds change fund administrators. Here’s a guide to understanding when, why, and how to switch.
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The fragility of QSBS status and how to protect your tax benefits
Qualified Small Business Stock (QSBS) offers founders, early employees, and investors the ability to exclude up millions of dollars of gain on stock sales from eligible companies. This article covers QSBS qualifications, potential risks, and tools to help shareholders stay compliant and maximize tax benefits.
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Clear intercompany balances with a cross-entity view
See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.
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Agentic cash reconciliation and SOI tagging for Fund Admin
Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.
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