Carta

aid: carta
name: Carta
description: >-
  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. Carta's Developer Platform exposes four
  API suites — Launch, Investor, Issuer, and Portfolio — authenticated via
  OAuth 2.0 (Authorization Code and Client Credentials flows). Partner access
  is invite-only and requires SOC 2 Type 2 certification; Carta customers
  may request access to their own data on demand. A mock API environment at
  mock-api.carta.com is provided for sandbox development.
type: Index
image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg
url: https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/apis.yml
created: '2026-06-13'
modified: '2026-06-13'
specificationVersion: '0.19'
tags:
  - Equity Management
  - Cap Table
  - 409A Valuations
  - Fund Administration
  - Employee Equity
  - Investor Portfolio
  - Private Markets
  - FinTech
apis:
  - aid: carta:launch-api
    name: Carta Launch API
    description: >-
      Enables incorporation partners and law firms to programmatically onboard
      new companies onto the Carta platform, streamlining the company
      formation and cap table initialisation workflow.
    humanURL: https://docs.carta.com/api-platform/docs/introduction
    baseURL: https://api.carta.com
    tags:
      - Incorporation
      - Company Onboarding
      - Cap Table
    properties:
      - type: Documentation
        url: https://docs.carta.com/api-platform/docs/introduction

  - aid: carta:investor-api
    name: Carta Investor API
    description: >-
      Permits fund operators to retrieve cap table summaries and portfolio
      position data for their holdings, enabling downstream analytics,
      reporting, and portfolio management workflows.
    humanURL: https://docs.carta.com/api-platform/docs/introduction
    baseURL: https://api.carta.com
    tags:
      - Investor
      - Portfolio
      - Cap Table
      - Fund Management
    properties:
      - type: Documentation
        url: https://docs.carta.com/api-platform/docs/introduction

  - aid: carta:issuer-api
    name: Carta Issuer API
    description: >-
      Allows law firms and technology partners to retrieve cap table data on
      behalf of companies, supporting legal workflows, equity issuance, and
      409A valuation processes.
    humanURL: https://docs.carta.com/api-platform/docs/introduction
    baseURL: https://api.carta.com
    tags:
      - Issuer
      - Cap Table
      - 409A
      - Legal
    properties:
      - type: Documentation
        url: https://docs.carta.com/api-platform/docs/introduction

  - aid: carta:portfolio-api
    name: Carta Portfolio API
    description: >-
      Enables personal finance and wealth management platforms to aggregate
      equity holdings data for individuals, supporting estate planning, tax
      preparation, option financing, and underwriting use cases.
    humanURL: https://docs.carta.com/api-platform/docs/introduction
    baseURL: https://api.carta.com
    tags:
      - Portfolio
      - Personal Finance
      - Wealth Management
      - Equity Holdings
    properties:
      - type: Documentation
        url: https://docs.carta.com/api-platform/docs/introduction

  - aid: carta:crm-api
    name: Carta CRM API
    description: >-
      Facilitates deal and fundraising relationship management across investment
      processes for fund operators, providing structured access to CRM data
      within the Carta platform.
    humanURL: https://docs.carta.com/api-platform/docs/introduction
    baseURL: https://api.carta.com
    tags:
      - CRM
      - Fundraising
      - Deal Management
      - Fund
    properties:
      - type: Documentation
        url: https://docs.carta.com/api-platform/docs/introduction

common:
  - type: Website
    url: https://carta.com
  - type: Documentation
    url: https://docs.carta.com/api-platform/docs/introduction
  - type: GitHubOrg
    url: https://github.com/carta
  - type: LinkedIn
    url: https://www.linkedin.com/company/carta--
  - type: Blog
    url: https://carta.com/blog/
  - type: Pricing
    url: https://carta.com/plans/pricing-for-investors/
  - type: StatusPage
    url: https://status.carta.com
  - type: X
    url: https://x.com/cartainc
  - type: Plans
    url: plans/carta-plans-pricing.yml
  - type: RateLimits
    url: rate-limits/carta-rate-limits.yml
  - type: FinOps
    url: finops/carta-finops.yml

maintainers:
  - FN: Kin Lane
    email: [email protected]