Carta APIs
Base Endpoint
https://carta.com/api/
Funds
Returns a list of all funds to which the authenticated user has access.
funds/funds
Funds
Returns a specific fund.
funds/funds/{fund_id}
Funds
Returns information about a specific fund's [entity](https://carta.com/knowledge-base/fund-entities/#fund-entities) structure.
funds/entities/{entity_id}
Funds
Updates a fund's information.
funds/funds/{fund_id}
fund_name, time_zone, currency_denominator, currency_code, legal_name, allow_secondary_assets
FundParticipants
Returns a list of [fund participants](https://carta.com/knowledge-base/fund-participants/#fund-participants) for a specified fund.
fund-participants/fund-participants
fund_id
FundParticipants
Creates a new fund participant for a specified fund.
fund-participants/fund-participants
fund_id, participant_id, first_name, last_name, name_suffix, primary_email, investor_type, investor_category, investment_type, carried_interest, class_of_units, jurisdiction, tax_id, accredited_investor_status, country, address, city, state_province, postal_code, phone_number, is_related_party, is_control_person, is_advisory_board_member, is_transfer_agent, is_trustee, is_managing_member, is_limited_partner, is_general_partner, is_employee, sso_user_id, limit_access_to_fund
FundParticipants
Updates a fund participant.
fund-participants/fund-participants/{participant_id}
participant_id, first_name, last_name, name_suffix, primary_email, investor_type, investor_category, investment_type, carried_interest, class_of_units, jurisdiction, tax_id, accredited_investor_status, country, address, city, state_province, postal_code, phone_number, is_related_party, is_control_person, is_advisory_board_member, is_transfer_agent, is_trustee, is_managing_member, is_limited_partner, is_general_partner, is_employee, sso_user_id, limit_access_to_fund
Groups
Returns a list of groups to which the authenticated user has access.
groups/groups
Groups
Returns a specific group.
groups/groups/{id}
ReportsDocuments
Returns a list of report documents.
reports/documents
fund_id, report_id, report_document_id, published_after, published_before, document_type, workflow_status, correlated_entity_id
ReportsTasks
Returns a list of tasks for a specific report document.
reports/documents/{report_document_id}/tasks
ReportsTasks
Marks a task as complete/incomplete.
reports/documents/{report_document_id}/tasks/{id}
task_status
ReportsTasks
Creates a new task for a specific report document.
reports/documents/{report_document_id}/tasks
task_description, step
ReportsTasks
Deletes a task.
reports/documents/{report_document_id}/tasks/{id}
Reports
Returns a list of reports.
reports/reports
fund_id, report_type, status, published_after, published_before, entity_id
Reports
Creates a new report.
reports/reports
fund_id, report_type, entity_ids, report_date, report_date_override, audit_period_start, audit_period_end
Reports
Updates an existing report.
reports/reports/{id}
report_date, report_date_override, audit_period_start, audit_period_end, is_override_retained_earning_entries
Reports
Returns a specific report.
reports/reports/{id}
Reports
Deletes a report.
reports/reports/{id}
SecurityRoles
Returns a list of security roles to which the authenticated user has access.
security/roles
SecurityRoles
Creates a new security role.
security/roles
role_name, entity_types, permissions
SecurityRoles
Updates a security role.
security/roles/{id}
role_name, entity_types, permissions
SecurityRoles
Deletes a security role.
security/roles/{id}
SecurityUsers
Returns a list of security users.
security/users
SecurityUsers
Creates a new security user.
security/users
email, first_name, last_name, permission_groups, sso_user_id
SecurityUsers
Updates a security user.
security/users/{id}
first_name, last_name, permission_groups, sso_user_id, is_active
SecurityUsers
Deletes a security user.
security/users/{id}
Details
Provider
Country HQ
API Type
Categories
Alternatives
Important URLs
Last Updated on
Created At
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We do our best to ensure that the data we release is complete, accurate, and useful. However, because we are not able to verify all the data, and because the processing required to make the data useful is complex, we cannot be held liable for omissions or inaccuracies.
