Curated resources for private equity teams—from analysts to CFOs.

Explore expert-written articles, guides, and tools to help you start a private equity firm, close your first fund, understand portco equity, and everything in between.

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Author: The Carta Team
Date: March 2026
Featured Article
Private equity: The engine of transformative capital
Learn the fundamentals of private equity, including how funds are structured, common investment strategies, and the operational mechanics of value creation and fund administration.

Investors
Date: September 2024
How to start a private equity firm
Learn how to start a private equity firm—from defining your investment strategy to raising capital and conducting a first close.

Private Funds
Date: February 2026
Understanding private investment funds: An inside look
Private investment funds are the backbone of the private markets. Learn the basics of private funds, including how they’re structured, managed, and regulated.

Investors
Date: September 2024
Private equity fund structures
Understand the most common entity structure for private equity firms and their funds—the limited partnership—including key legal and tax implications of this type of PE fund structure.

Authors: Kevin Dowd & Ashley Neville
Date: November 2024
Featured Article
SPV Spotlight: Private Equity Edition 2024
The number of special-purpose vehicles has grown in recent years, and the size of SPVs is growing—a sign of their growing appeal among private equity and venture capital firms.

Data & Research
Date: September 2024
Ownership trends in private equity: 2024
Our second annual Ownership Trends in Private Equity report provides a status update on the progress private equity has made toward the commitment to expand employee ownership.

Virtual Event
Date: September 2024
Insights from the 2024 Private Equity Ownership Trends Report
Join Peter Walker and Hamza Shad, who lead Carta’s Data Insights Team, Dana Zhang, PE business development manager at Carta, and Shiv Narayanan, host of the “Private Equity Value Creation Podcast,” for a deep dive into value creation through employee equity.

Issue Briefs
Date: March 2024
Building the ownership economy: Issue brief
Employee ownership should be a standard part of employee compensation and business strategy across sectors and industries.

Waterfall Modeling
Waterfall Modeling: A Complete Guide
Learn more about waterfall models, including a complete guide to modeling processes that are accurate and customized.