Carta

Retrieve an issuer’s capitalization table summary.

Retrieve the stakeholder-level capitalization table for an issuer.

Create a draft option grant inside a draft option grant set.

Retrieve a single draft option grant by id.

List option exercises issued by the specified issuer.

Record money movement information for an option exercise.

Record tax withholding information for an option exercise.

List profits interests issued by the specified issuer.

Retrieve a stock certificate by id for the specified issuer.

Retrieve a convertible note by id for the specified issuer.

Retrieve an option grant by id for the specified issuer.

Retrieve a restricted stock award by id for the specified issuer.

Retrieve a restricted stock unit by id for the specified issuer.

List stock certificates issued by the specified issuer.

List convertible notes issued by the specified issuer.

List option grants issued by the specified issuer.

List restricted stock awards issued by the specified issuer.

List restricted stock units issued by the specified issuer.

List vesting schedule templates configured on the issuer.

List transactions on securities issued by the specified issuer.

Retrieve an issuer by id.

Retrieve a stakeholder by id for the specified issuer.

List fair market values recorded on the specified issuer.

List issuers accessible to the authenticated caller.

List the primary points of contact for the specified issuer.

List share classes issued by the specified issuer.

List stakeholders on the specified issuer.

List cash balances for a firm and fund.

Get a capitalization table for an investment company under a firm and fund.

Get the stakeholder capitalization table for an investment company under a firm and fund.

List the capitalization tables for an investment company under a firm and fund.

List partner contacts for a firm, optionally filtered by fund or partner.

List aggregated fund performance metrics for a firm.

List performance metrics for a specific fund under a firm.

List certificates for an investment under a firm and fund.

List convertible notes for an investment under a firm and fund.

List the investor firms available to the authenticated user.

List the funds held by an investor firm.

List the investments under a firm’s fund.

Download a fund investment document held by a shareholder portfolio.

List fund investment documents held by a shareholder portfolio.

Get a certificate held by a shareholder portfolio for a given issuer.

Get a convertible note held by a shareholder portfolio for a given issuer.

Get an option grant held by a shareholder portfolio for a given issuer.

Get a restricted stock award held by a shareholder portfolio for a given issuer.

Get a restricted stock unit held by a shareholder portfolio for a given issuer.

List certificates held by a shareholder portfolio for a given issuer.

List convertible notes held by a shareholder portfolio for a given issuer.

List option grants held by a shareholder portfolio for a given issuer.

List restricted stock awards held by a shareholder portfolio for a given issuer.

List restricted stock units held by a shareholder portfolio for a given issuer.

Get the fair market value used for a shareholder portfolio holdings from an issuer.

Get a shareholder portfolio by its identifier.

List issuers whose securities are held in a shareholder portfolio.

List shareholder portfolios accessible to the authenticated user.

List the corporations (issuers) available to the authenticated user.

Get the set of attribute values that can be used to query compensation benchmarks for a corporation.

Get compensation benchmarks for a corporation, filtered by peer group, location, and role segmentation.

Create a new draft issuer in Carta Launch with issuer details, share class configuration, and initial certificates.

Retrieve a single draft issuer from Carta Launch by its unique identifier.

Get an Open Cap Table record related to a previously uploaded OCF package.

Retrieve the authenticated user’s profile.