Introduction
Learn how to quickly and easily embed Carta data into your app.
Discover APIs, integration guides and other documentation to embed Carta data into your systems and workflows.
Carta’s developer platform is part of our mission to empower partner organizations to provide a better service to our joint customers through connected and accurate data. Our APIs are built to enable robust integrations to better serve our network of equity owners, stakeholders, investors and partners and support your team’s unique use cases.
Explore our APIs
Launch
Allows incorporation partners and law firms to programmatically send new customers to Carta
View the APIsInvestor
Allows fund operators to retrieve summary cap table insights for their portfolio holdings
View the APIsIssuer
Allows law firms and technology partners to fetch cap table information on behalf of the company
View the APIsPortfolio
Allows personal finance management partners to aggregate holdings inclusive of equity data
View the APIsApply to become a beta partner
For early access to our developer tools, we ask interested partners to fill out this form and reach out to [email protected]. Our team reviews responses monthly and we’ll reach out when we can further explore an integration with you. We'll discuss your business needs, how we can help you work with our data, and confirm technical needs.
Requirements for beta partners include:
- Your organization is a Carta customer
- You have a clear use case that can be solved using our existing API endpoint (noted below)
- You have resources to develop the integration within the next 3-6 months
Try our mocking service
We invite you to experiment with our mocking service while waiting for our team to process your application. It doesn't require genuine credentials and always returns static but valid responses to your requests. Go to our API Reference, select the https://mock-api.carta.com
option for the Base URL, and specify any string for OAuth2 authentication. Click Try It! and you will see an example response to that request.
Start building
Got your invite code? Great! Let’s get started. Here’s how a typical integration looks like:
Kick-off
- Follow our quickstart guide to register for Carta’s developer portal and create your Playgrounds app
- Schedule a progress check-in call with Carta
- Share an estimate for your target launch timeframe
Development
- Leverage our Guides and API Reference documentation as you build your integration
- Check out our FAQ & Support page if you need help
- Once you're ready to migrate to production, submit a production access request form
- Confirm your announcement, enablement plans, and launch date with us
Launch
- Once your production access request is approved, we’ll share your production API keys
- Do internal validation to confirm data is flowing as expected
- Share support and enablement resources with your teams and/or customers as needed
- Take your integration live
- Track customer feedback and schedule a check-in call with our team for 2 months out
Updated over 1 year ago