Carta

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.

Carta publishes 5 APIs on the APIs.io network. Tagged areas include Equity Management, Cap Table, 409A Valuations, Fund Administration, and Employee Equity.

The Carta catalog on APIs.io includes 1 JSON-LD context.

Carta’s developer surface includes documentation, engineering blog, pricing, and 10 more developer resources.

🌐 Visit website 📡 Source on GitHub

27.1/100 emerging ▬ flat Agent 3/100 human only Full breakdown ↓
scored 2026-07-28 · rubric v0.6

AccessFreeApproval

5 APIs

Equity ManagementCap Table409A ValuationsFund AdministrationEmployee EquityInvestor PortfolioPrivate MarketsFinTech

Kin Score

Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6

Composite quality — 27.1/100 · emerging

Contract Quality 3.2 / 25

Developer Ergonomics 2.2 / 20

Commercial Clarity 11.6 / 20

Operational Transparency 2.7 / 13

Governance 0.0 / 12

Discoverability 7.4 / 10

Agent readiness — 3/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/carta: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 5

Individual APIs this provider publishes, each with its own machine-readable definition.

Rate Limits 1

Documented rate limits and quota policies.

Carta Rate Limits

0 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Build 1

SDKs, sample code, and the tooling you integrate with

GitHubOrg

GitHubOrg

Access & Security 2

Authentication, authorization, and security posture

TrustCenter

TrustCenter

DomainSecurity

DomainSecurity

Operate 2

Status, limits, changes, and where to get help

StatusPage

StatusPage

RateLimits

RateLimits

Commercial 3

Pricing, plans, and the legal terms of use

Pricing

Pricing

Plans

Plans

FinOps

FinOps

Company 3

The organization behind the API

Website

Website

LinkedIn

Blog

Blog

Other 1

Properties that don't map to a standard resource type

Source (apis.yml)

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
accessModel:
  pricing: free
  onboarding: approval
  trial: false
  try_now: false
  public: false
  label: Free · Requires approval
  confidence: medium
  source:
  - plans
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/carta.png
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: TrustCenter
  url: security/carta-trust-center.yml
- type: DomainSecurity
  url: security/carta-domain-security.yml
- 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: kin@apievangelist.com

Carta

Kin Score

APIs 5

Carta Launch API

Carta Investor API

Carta Issuer API

Carta Portfolio API

Carta CRM API

Pricing Plans 1

Carta Plans Pricing

Rate Limits 1

Carta Rate Limits

FinOps 1

Carta Finops

Semantic Vocabularies 1

Carta Context

Security Posture 2

Carta Domain Security

Carta Trust Center

Resources