Carta is an equity management platform offering a REST API for cap table management, 409A valuations, fund administration, employee equity plans, and investor portfolio management.
Four API suites — Launch, Investor, Issuer, and Portfolio — authenticated via OAuth 2.0.
Enables incorporation partners and law firms to programmatically onboard new companies onto the Carta platform.
Incorporation, Company Onboarding, Cap Table
Permits fund operators to retrieve cap table summaries and portfolio position data for their holdings.
Investor, Portfolio, Cap Table, Fund Management
Allows law firms and technology partners to retrieve cap table data on behalf of companies.
Enables personal finance and wealth management platforms to aggregate equity holdings data for individuals.
Portfolio, Personal Finance, Wealth Management, Equity Holdings
Facilitates deal and fundraising relationship management across investment processes for fund operators.
Partner-gated REST API requiring SOC 2 Type 2 certification; sandbox available at mock-api.carta.com.