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Carta is a platform that helps companies and investors manage their cap tables, valuations, investments, and equity plans. It provides a centralized system for tracking and managing equity, ensuring compliance and simplifying complex financial processes.

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Configuring Carta as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Carta option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need your Carta API credentials for this connection. In order to get access to the API, you need to ask for access directly to Carta (read this guide if you want to know more). Once you have API access, add your access details:
  • Client ID: Your Client ID for the Carta API.
  • Client Secret: Your Client Secret for the Carta API.
When this is done, click Next.

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2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

Below you’ll find all available data streams from Carta and their corresponding fields:
Stream for managing firms in your Carta account.Key Fields:
  • id: Unique identifier for the firm.
  • name: Name of the firm.
Stream for managing funds within a firm.Key Fields:
  • id: Unique identifier for the fund.
  • firmId: Identifier for the firm associated with the fund.
  • name: Name of the fund.
Stream containing information about investments made by funds.Key Fields:
  • id: Unique identifier for the investment.
  • firmId: Identifier for the firm associated with the investment.
  • fundId: Identifier for the fund associated with the investment.
  • companyId: Identifier for the company associated with the investment.
  • legalName: Legal name of the company.
  • doingBusinessAsName: Doing business as name of the company.
  • website: Website of the company.
  • country: Country of the company.
  • stateOfIncorporation: State of incorporation of the company.
  • cartaCompany: Whether the company is a Carta company.
  • reference_cap_table_id: Reference capitalization table ID.
Stream for managing capitalization tables for investments.Key Fields:
  • id: Unique identifier for the capitalization table.
  • firmId: Identifier for the firm associated with the capitalization table.
  • fundId: Identifier for the fund associated with the capitalization table.
  • companyId: Identifier for the company associated with the capitalization table.
  • name: Name of the capitalization table.
  • type: Type of the capitalization table.
  • asOfDate.value: The date as of which the capitalization table is valid.
Stream for detailed information within a capitalization table.Key Fields:
  • id: Unique identifier for the capitalization table detail.
  • firmId: Identifier for the firm associated with the capitalization table.
  • fundId: Identifier for the fund associated with the capitalization table.
  • companyId: Identifier for the company associated with the capitalization table.
  • capitalizationTableId: Identifier for the capitalization table.
  • asOfDate.value: The date as of which the capitalization table details are valid.
  • summary: An object containing summary information for the capitalization table (e.g., fullyDilutedShares, outstandingShares, cashRaised).
  • shareClassDetails: A list of objects with details for each share class.
  • optionPoolSummaries: A list of objects with summaries for each option pool.
  • warrantBlockDetails: A list of objects with details for each warrant block.
Stream for managing fund investment documents.Key Fields:
  • documentId: Unique identifier for the document.
  • fundId: Identifier for the fund associated with the document.
  • firmId: Identifier for the firm associated with the document.
  • documentName: Name of the document.
  • fundName: Name of the fund.
  • firmName: Name of the firm.
  • effectiveDate.value: Effective date of the document.
  • sharedDate.value: Date when the document was shared.
  • portfolioId: Identifier for the portfolio this document belongs to.
Stream for downloading fund investment documents.Key Fields:
  • portfolioId: Identifier for the portfolio.
  • documentId: Unique identifier for the document.
  • documentName: Name of the document.
  • downloadUrl: URL to download the document.
  • downloadUrlExpirationTime: Expiration time for the download URL.
Stream for managing issuers in your Carta account.Key Fields:
  • id: Unique identifier for the issuer.
  • legalName: Legal name of the issuer.
  • doingBusinessAsName: Doing business as name of the issuer.
  • website: Website URL of the issuer.
  • status: Status of the issuer.
  • createdAt: Timestamp when the issuer was created.
  • updatedAt: Timestamp when the issuer was last updated.
Stream for the capitalization table of a specific issuer.Key Fields:
  • issuerId: Unique identifier for the issuer.
  • asOfDate.value: The date as of which the capitalization table is valid.
  • summary: An object containing summary information for the capitalization table.
  • shareClassDetails: A list of objects with details for each share class.
  • shareClassSummaries: A list of objects with summaries for each share class.
  • optionPoolSummaries: A list of objects with summaries for each option pool.
  • warrantBlockDetails: A list of objects with details for each warrant block.
  • warrantBlockSummaries: A list of objects with summaries for each warrant block.
  • noteBlockSummaries: A list of objects with summaries for each note block.
Stream for the stakeholder capitalization table of a specific issuer.Key Fields:
  • issuerId: Unique identifier for the issuer.
  • asOfDate: Date as of which the capitalization table is valid.
  • stakeholderGroups: A list of objects, each representing a stakeholder group with detailed information.
Stream for the stakeholder capitalization table of a specific investment.Key Fields:
  • id: Unique identifier for the stakeholder capitalization table.
  • companyId: Identifier for the company.
  • asOfDate: Date as of which the capitalization table is valid.
  • firmId: Identifier for the firm.
  • fundId: Identifier for the fund.
  • capitalizationTableId: Identifier for the capitalization table.
  • stakeholderGroups: A list of objects, each representing a stakeholder group with detailed information.
Stream for managing shareholder portfolios.Key Fields:
  • portfolioId: Unique identifier for the portfolio.
  • legalName: Legal name of the portfolio.
  • createTime: Timestamp when the portfolio was created.
Stream for issuers within a specific portfolio.Key Fields:
  • id: Unique identifier for the issuer.
  • portfolioId: Identifier for the portfolio associated with the issuer.
  • legalName: Legal name of the issuer.
  • doingBusinessAsName: Doing business as name of the issuer.
  • website: Website URL of the issuer.
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