Carta
Carta provides equity, cap table, compensation, portfolio, and fund administration APIs.
Uses your own API key. Composio asks for it once and keeps it; Quilt never sees it.
Reads on its own71
Agents use these right away.
- Download Portfolio Fund Investment DocumentDownload a portfolio fund investment document from Carta's temporary URL and return it as a stored file reference with its metadata and expiration.
- Get Compensation Benchmark AttributesRetrieve valid compensation benchmark attributes for a corporation's Carta Total Compensation plan.
- Get Current UserRetrieve the Carta user associated with the access token that authorized the request.
- Get Draft IssuerRetrieve a draft issuer from Carta Launch by identifier.
- Get Investor Capital CallRetrieves a capital call, including its status and allocation across the fund's interests.
- Get Investor Capitalization TableRetrieve one capitalization table for a company investment within a specified investor firm and fund, optionally as of a date.
- Get Investor Management FeeRetrieves a management fee booked through Create Investor Management Fee, including the current state of its journal.
- Get Investor Stakeholder Capitalization TableRetrieve one page of stakeholder-group capitalization data for a company investment within a specified investor firm and fund, optionally as of a date.
- Get Investor Waterfall ResultRetrieve one saved waterfall result for a Carta investment firm by result ID.
- Get IssuerRetrieve one issuer accessible to the connected account by issuer ID.
- Get Issuer Capitalization TableRetrieve an issuer's capitalization table by share class.
- Get Issuer CertificateRetrieve one certificate belonging to the specified issuer by certificate ID.
- Get Issuer Convertible NoteRetrieve one convertible note belonging to the specified issuer by note ID.
- Get Issuer Draft Option GrantRetrieve a draft option grant from an issuer's draft option grant set.
- Get Issuer Option GrantRetrieve one option grant issued by the specified issuer by grant ID.
- Get Issuer Restricted Stock AwardRetrieve one restricted stock award issued by the specified issuer by award ID.
- Get Issuer Restricted Stock UnitRetrieve one restricted stock unit issued by the specified issuer by unit ID.
- Get Issuer Secondary TransactionRetrieve a secondary transaction from an issuer's capitalization table.
- Get Issuer StakeholderRetrieve one stakeholder belonging to the specified issuer by stakeholder ID.
- Get Issuer Stakeholder Capitalization TableRetrieve one page of an issuer's capitalization table grouped by stakeholder, optionally as of a date.
- Get Issuer Stakeholder Equity SummaryRetrieves a summary of a stakeholder's equity positions — certificates, option grants (ISO and NSO), restricted stock awards, and restricted stock units — at a given issuer.
- Get Issuer Stock Split Asset ChangesFor a set of securities and a reference time, report stock-split-driven changes.
- Get Open Cap TableGet the processing record for a previously uploaded OCF package.
- Get PortfolioRetrieve a shareholder portfolio by identifier.
- Get Portfolio Issuer CertificateRetrieve one certificate for the specified issuer within the specified portfolio by certificate ID.
- Get Portfolio Issuer Convertible NoteRetrieve one convertible note for the specified issuer within the specified portfolio by note ID.
- Get Portfolio Issuer Fair Market ValueRetrieve the current fair market value of an issuer in a portfolio.
- Get Portfolio Issuer Option GrantRetrieve one option grant for the specified issuer within the specified portfolio by grant ID.
- Get Portfolio Issuer Restricted Stock AwardRetrieve one restricted stock award for the specified issuer within the specified portfolio by award ID.
- Get Portfolio Issuer Restricted Stock UnitRetrieve one restricted stock unit for the specified issuer within the specified portfolio by unit ID.
- List Compensation BenchmarksRetrieve one page of compensation benchmarks for a corporation's Carta Total Compensation plan.
- List CorporationsRetrieve one page of corporations that the connected Carta user can access.
- List Investor Capitalization TablesRetrieves the capitalization tables for a given firm, fund, and investment company.
- List Investor Cash BalancesRetrieves one page of cash balances for a firm and fund.
- List Investor CertificatesRetrieve certificates issued by an investment company to a fund within a firm.
- List Investor Convertible NotesRetrieve convertible notes and SAFEs issued by an investment company to a fund within a firm.
- List Investor Firm Performance MetricsRetrieve one page of performance metrics aggregated across selected funds in a Carta firm.
- List Investor FirmsRetrieve one page of investment firms available to the connected Carta account.
- List Investor Fund InterestsRetrieves one page of partner interests in a fund.
- List Investor Fund Performance MetricsRetrieve one page of Carta fund performance metrics, optionally grouped by fund, partner type, or partner.
- List Investor FundsRetrieve one page of investment funds belonging to a Carta investment firm.
- List Investor InvestmentsRetrieve one page of portfolio-company investments held by a Carta fund.
- List Investor Partner ContactsRetrieve one page of contacts associated with partners across a Carta firm's funds.
- List Investor PartnersRetrieve one page of LPs, GPs, and other partners across a Carta firm's funds.
- List Investor WarrantsRetrieve investment warrants issued by an investment company to a fund within a firm.
- List Investor Waterfall HoldingsList feeder-fund holdings from saved waterfall results, including value, ownership, invested capital, and MOIC.
- List Investor Waterfall ResultsList a firm's saved waterfall-modeling results, newest waterfall date first; unsaved runs and finalized portfolio valuations are excluded.
- List Investor Waterfall TargetsList deal structures and companies a Carta investment firm can run waterfalls on, including each target's stable ID and feeder funds.
- List Issuer CertificatesList one page of certificates belonging to the specified issuer, optionally filtered by last-modified time range.
- List Issuer Convertible NotesList one page of convertible notes belonging to the specified issuer.
- List Issuer Fair Market ValuesRetrieve the fair market values of an issuer, which are the values of the issuer's securities as determined by the issuer's 409a valuations.
- List Issuer InterestsList one page of interests issued by the specified issuer, optionally as of a date.
- List Issuer Option ExercisesRetrieve one page of option exercises issued by an issuer.
- List Issuer Option GrantsList one page of option grants issued by the specified issuer, optionally filtered by last-modified time range.
- List Issuer Points Of ContactList the specified issuer's points of contact in a single response.
- List Issuer Restricted Stock AwardsList one page of restricted stock awards issued by the specified issuer, optionally filtered by last-modified time range.
- List Issuer Restricted Stock UnitsList one page of restricted stock units issued by the specified issuer, optionally filtered by last-modified time range.
- List IssuersList one page of issuers accessible to the connected account.
- List Issuer Share ClassesList one page of share classes issued by the specified issuer, optionally as of a date.
- List Issuer StakeholdersList one page of stakeholders belonging to the specified issuer.
- List Issuer TransactionsList one page of transaction history for the specified issuer's securities, filtered by the required security type.
- List Issuer Vesting Schedule TemplatesList one page of vesting schedule templates belonging to the specified issuer.
- List Portfolio Fund Investment DocumentsRetrieve one page of fund investment documents for a portfolio.
- List Portfolio Issuer CertificatesList one page of certificates for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
- List Portfolio Issuer Convertible NotesList one page of convertible notes for the specified issuer within the specified portfolio.
- List Portfolio Issuer Option GrantsList one page of option grants for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
- List Portfolio Issuer Restricted Stock AwardsList one page of restricted stock awards for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
- List Portfolio Issuer Restricted Stock UnitsList one page of restricted stock units for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
- List Portfolio IssuersRetrieve one page of issuers in a shareholder portfolio.
- List Portfolio Issuer Security TransactionsList one page of security transactions for the specified issuer within the specified portfolio.
- List PortfoliosRetrieve one page of shareholder portfolios.
Asks someone first12
Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.
- Adjust Investor Capital CallChanges a capital call's total amount and reallocates it across interests while retaining the capital call ID.
- Create Draft IssuerCreate a draft version of an issuer in Carta Launch.
- Create Investor Capital CallCreate a capital call and allocate its fund-level amount across selected interests, or every interest when interest_ids is empty.
- Create Investor Carried Interest AllocationBooks externally calculated carried-interest changes as a manual allocation.
- Create Investor Management FeeBook an externally calculated limited-partner management fee and post its journal.
- Create Issuer Draft Option GrantCreate a draft option grant in an issuer's draft option grant set.
- Create Issuer Secondary TransactionCreate a secondary transaction on an issuer's capitalization table with the supplied external reference, right-of-first-refusal decision, buyer, price, and securities.
- Finalize Issuer Secondary TransactionIrreversibly finalize an existing issuer secondary transaction for settlement.
- Update Issuer Money MovementUpdate money movement information for an issuer option exercise.
- Update Issuer Tax WithholdingUpdate tax withholding information for an issuer option exercise.
- Upload FileSynchronously upload a generic file to Carta as a base64-encoded JSON payload.
- Upload Open Cap TableUpload an Open Cap Table Format package in binary form for Carta to process.