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-images.s3.amazonaws.com/shared/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: kin@apievangelist.com