The Tax Ready Playbook for Emerging VC Funds


Ready. Set. File.

Card image cap

Navigating your first fund tax and audit season can feel daunting. From calculating management fees and carried interest to preparing key tax documents and filings, there’s a lot to take in.

So, we created a playbook to demystify institutional fund operations and tax treatment. Get expert guidance and actionable insights, including:

  • How to leverage powerful tax incentives like QSBS
  • How to report fund taxes using Schedule K-1 forms
  • How to stay prepared for audits all year round

This is your go-to guide for staying compliant and building trust with LPs. Download it for free and get ready to tackle tax season with confidence.


Fill out the details below

What is the value of your firm’s Assets Under Management: *

  < $99,000,000 AUM
  $100,000,000 - $299,000,000 AUM
  $300,000,000 - $499,000,000 AUM
  $500,000,000 - $999,000,000 AUM
  > $1,000,000,000 AUM

By submitting my information, I agree to the processing of my personal data by Carta in accordance with applicable data privacy law and as described in Carta's Privacy Policy.



By submitting your details, you consent to our processing of your personal data in accordance with our Privacy Policy. You can withdraw your consent at any time by clicking the unsubscribe link in the email.