Which investor portal does Carta use?
Investor portal software that Carta puts in front of investors in the funds it administers, compiled from public sources, with what each product offers for API, MCP and SFTP access.
Carta's own portal product
Publicly documented OAuth API with sandbox and a vendor MCP server, both oriented to fund managers and partners. LP access to own commitments via API or MCP unconfirmed. Email notices give a machine-readable trigger.
Portal software linked to Carta
Products linked to Carta in the registry, with the access channels recorded for each. Difficulty runs from 1 (documented self-serve API) to 5 (web only with MFA, view only).
| Product | Category | API | MCP | SFTP | Difficulty | Deployments here |
|---|---|---|---|---|---|---|
 Carta LP PortalCarta's own product | LP portal | Partner only | Available | Partner only | 3 / 5 | 1 |
Known funds and portals
Each row is a portal that investors in Carta-administered funds are known to see. Rows marked administrator-wide apply to funds Carta administers in general rather than to one named fund.
| Fund or operator | Portal name | Software | Country | Confidence | Notes |
|---|---|---|---|---|---|
| Funds administered by CartaAdministrator-wide portal | Carta LP Portal | Carta LP Portal | United States | Confirmed | None |
Confidence: 1 confirmed, 0 likely, 0 unknown. Confirmed means a public source from the administrator, operator or vendor names the software. Likely means it is inferred from indirect evidence. Unknown means the portal exists but its software is not identified.
Getting documents from Carta-administered funds programmatically
None of the portal products recorded for Carta documents a self-serve API for investors. It is rated 3 of 5 on the registry's difficulty scale (Exports, SFTP or email feeds, no investor-side API). What each product offers:
- Carta LP Portal, difficulty 3 / 5. API: Partner only (fund managers, partners) · MCP: Available · SFTP: Partner only · Email notifications: Available. Publicly documented OAuth API with sandbox and a vendor MCP server, both oriented to fund managers and partners. LP access to own commitments via API or MCP unconfirmed. Email notices give a machine-readable trigger.
Practical steps for an investor
- Identify the portal. Match the portal name or web address on your notices to the table above. Each Carta fund can sit on a different product.
- Ask for a feed. Carta LP Portal has an API or SFTP channel that is partner-only or client-side. Ask the fund manager or Carta whether statements and notices can be delivered to you or your service provider through it. The guide to partner-only portal access explains how these arrangements work.
- Use email notices. Carta LP Portal sends email notifications, which can trigger your own workflow when a capital call or report is posted. See the guide to automating capital call notices.
- MCP. Carta LP Portal has an MCP server recorded; check the product page for who it is offered to.
- Check the terms. Read the portal's terms before automating anything, and get written permission where the terms require it.
Correct or add to this page
This page is generated from registry/deployments.json, which is open data and mostly unverified. If you work at Carta, a fund it administers or a portal vendor and something here is wrong or missing, email hello@openinvestorportal.com or open a pull request with a public source. We correct entries promptly.
Frequently asked questions
Which investor portal does Carta use?
Public sources link Carta to Carta LP Portal across 1 known deployment.
Does the Carta investor portal have an API for investors?
No self-serve investor API is recorded. Carta LP Portal has an API that is partner-only or aimed at fund managers and administrators.
How can I get documents from Carta-administered funds automatically?
Identify which portal product your fund uses, then ask the fund manager or Carta whether statements and notices can be sent as an SFTP or API feed to you or your service provider. Email notifications can also trigger your own workflow. Always check the portal's terms first.
How reliable is this Carta data?
It is community research compiled from public sources such as administrator websites, press releases and vendor case studies. Each deployment is marked confirmed, likely or unknown. Corrections are welcome by email to hello@openinvestorportal.com or by pull request.
Is OpenInvestorPortal affiliated with Carta?
No. OpenInvestorPortal is an independent open registry. It is not affiliated with Carta or with the portal vendors listed.