> For the complete documentation index, see [llms.txt](https://notara-1.gitbook.io/notara-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://notara-1.gitbook.io/notara-docs/connectors/carta.md).

# Carta

Read cap table, equity, and fund data from Carta — ownership summaries, option grants, valuations, and investor fund performance.

## What It Enables

| Tool                        | Capability | Description                                                           |
| --------------------------- | ---------- | --------------------------------------------------------------------- |
| `list_issuers`              | `read`     | List Carta issuers (companies) this account can access                |
| `get_cap_table`             | `read`     | Get the summary cap table with fully diluted shares and cash raised   |
| `get_stakeholder_cap_table` | `read`     | Get per-stakeholder ownership grouped by stakeholder group            |
| `list_stakeholders`         | `read`     | List stakeholders holding equity with name, email, and relationship   |
| `list_share_classes`        | `read`     | List share classes with type, authorized shares, and preferred rights |
| `list_option_grants`        | `read`     | List option grants with vesting, exercise price, and ISO/NSO type     |
| `list_certificates`         | `read`     | List share certificates with quantity, price, and issue date          |
| `list_convertible_notes`    | `read`     | List convertible notes and SAFEs with principal and conversion terms  |
| `list_valuations`           | `read`     | List 409A valuations with effective dates and per-class FMV           |
| `list_firms`                | `read`     | List investment firms accessible to this account                      |
| `list_funds`                | `read`     | List a firm's funds                                                   |
| `get_fund_performance`      | `read`     | Get fund metrics: IRR, DPI, RVPI, TVPI, NAV                           |
| `list_fund_investments`     | `read`     | List a fund's portfolio investments                                   |

All tools are read-only.

## Setup

**Required:** Carta OAuth client ID and client secret

**Where to find them:** [app.carta.com → Developer Settings → OAuth apps](https://app.carta.com/developers)

1. In the Notara dashboard, go to **Tools**.
2. Click the **Carta** tile.
3. Register an OAuth app in Carta's developer settings and note the client ID and client secret.
4. Enter both values in the connector fields and click **Verify & Save**.

Your client secret is encrypted at rest with AES-256-GCM. Carta issues short-lived bearer tokens automatically.

## Example Prompts

> "What does the current cap table look like — fully diluted ownership by stakeholder group?"

> "Is our 409A valuation still current, or is it near expiry?"

> "Show me fund performance for our main fund — IRR and TVPI."