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 APIs

Investor

Allows fund operators to retrieve summary cap table insights for their portfolio holdings

View the APIs

Issuer

Allows law firms and technology partners to fetch cap table information on behalf of the company

View the APIs

Portfolio

Allows personal finance management partners to aggregate holdings inclusive of equity data

View the APIs

CRM

Allows funds to manage their deal and fundraising relationships across the investment process

View the APIs

Try our mocking service

We invite you to experiment with our mocking service before you're ready to go live. 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

Ready to start building? 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

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

Did this page help you?