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

25.8/100 emerging ▬ flat Agent 3/100 human only saas Full breakdown ↓
scored 2026-09-08 · rubric v0.20.0

AccessFreeApproval

5 APIs

Equity Management Cap Table409A ValuationsFund AdministrationEmployee EquityInvestor PortfolioPrivate Markets Fintech

Kin Score

Kin Score How this is scored →
scored 2026-09-08 · rubric v0.20.0

Composite quality — 25.8/100 · emerging

Contract Quality 2.7 / 25

Developer Ergonomics 1.4 / 20

Access Clarity 11.6 / 20

Operational Transparency 2.7 / 13

Contract Governance 0.0 / 12

Discoverability 7.4 / 10

Agent readiness — 3/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

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

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. 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. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 5

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

Carta Launch API

Enables incorporation partners and law firms to programmatically onboard new companies onto the Carta platform, streamlining the company formation and cap table initialisation w...

Carta Investor API

Permits fund operators to retrieve cap table summaries and portfolio position data for their holdings, enabling downstream analytics, reporting, and portfolio management workflows.

Carta Issuer API

Allows law firms and technology partners to retrieve cap table data on behalf of companies, supporting legal workflows, equity issuance, and 409A valuation processes.

Carta Portfolio API

Enables personal finance and wealth management platforms to aggregate equity holdings data for individuals, supporting estate planning, tax preparation, option financing, and un...

Carta CRM API

Facilitates deal and fundraising relationship management across investment processes for fund operators, providing structured access to CRM data within the Carta platform.

Pricing Plans 1

Published pricing tiers and plan structures.

Carta Plans Pricing

3 plans

PLANS

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.

Carta Finops

FINOPS

Semantic Vocabularies 1

JSON-LD contexts and semantic vocabularies used across these APIs.

Carta Context

10 classes · 0 properties

JSON-LD

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Carta Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Carta Trust Center

SOC 2, ISO 27001, GDPR

SECURITY

Resources

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
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
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: '0.23'
tags:
- Equity Management
- Cap Table
- 409A Valuations
- Fund Administration
- Employee Equity
- Investor Portfolio
- Private Markets
- Fintech
tags_raw:
- 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

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