How Carta’s scores are calculated

Point an agent at llms.txt or agent-oriented docsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [probe] https://docs.carta.com/llms.txt“PROBE llms.txt: HTTP 404 at https://docs.carta.com/llms.txt”
• [probe] https://docs.carta.com/api-platform/.md“PROBE docs-md: HTTP 404 at https://docs.carta.com/api-platform/.md”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”

Run the product headlessly / in CI for automationweight 2

2 (weight) × 4 (quality) × 0.6 (partial) = 4.8 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/using-the-client-credentials-flow/“The client credentials flow provides access to data about your company and does not require explicit permission from a Carta user prior to accessing that data.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/postman/“This guide explains how to access Carta's APIs using Postman.”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”

Plug MCP servers into this product so it can use their toolsweight 3

n/a — not applicable to this product: excluded from numerator and denominator

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Query ownership, SAFEs, convertibles, grants, valuations, financing history, and compensation benchmarks.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“Access NAV, fund performance, partner data, journal entries, portfolio company financials, build Excel budgets and consolidating P&L / balance sheets, and generate professional PDFs for investor reporting — all with natural language.”
• [probe] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“official MCP server documented at https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/”

Connect an agent via an official MCP serverweight 3

3 (weight) × 7 (quality) × 1.0 (full) = 21.0 of 30 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/cap-table/“Access ownership, stakeholder lists, SAFEs, convertible notes, option grants, 409A valuations, financing history, compensation benchmarks, and more — all with natural language questions.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“The Carta Investors plugin gives LLMs access to your fund's data and allows you to generate tear sheets, budgets, and financial statements.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Query ownership, SAFEs, convertibles, grants, valuations, financing history, and compensation benchmarks.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“Access NAV, fund performance, partner data, journal entries, portfolio company financials, build Excel budgets and consolidating P&L / balance sheets, and generate professional PDFs for investor reporting — all with natural language.”
• [probe] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“official MCP server documented at https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/”

Use an official CLIweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Drive the product through a documented public APIweight 3

3 (weight) × 8 (quality) × 1.0 (full) = 24.0 of 30 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/introduction/“Learn how to quickly and easily embed Carta data into your app.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/quickstart-guide/“Register for our developer portal and create your playground app to start building.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/postman/“This guide explains how to access Carta's APIs using Postman.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table/“Retrieve an issuer's capitalization table by share class.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-stakeholders/“Retrieve stakeholders. A stakeholder is a person or entity that has been issued a security by an issuer and is, therefore, on the issuer's capitalization table.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/draft-issuer/“This document explains how to create issuers using Carta’s Draft Issuer API.”
• [probe] https://docs.carta.com/llms.txt“PROBE llms.txt: HTTP 404 at https://docs.carta.com/llms.txt”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”

Issue scoped/least-privilege API credentials for an agentweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/using-the-client-credentials-flow/“The client credentials flow provides access to data about your company and does not require explicit permission from a Carta user prior to accessing that data.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/adding-new-oauth-scopes/“Adding new OAuth scopes to your OAuth application allows you to enhance the capabilities of your integration with the Carta API platform.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/service-accounts/“The application is now added to your Investment Firm and can be used to access its data via the Investor API”

Build against official SDKsweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/introduction/“Learn how to quickly and easily embed Carta data into your app.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/quickstart-guide/“Register for our developer portal and create your playground app to start building.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/postman/“This guide explains how to access Carta's APIs using Postman.”
• [probe] https://docs.carta.com/llms.txt“PROBE llms.txt: HTTP 404 at https://docs.carta.com/llms.txt”
• [probe] https://docs.carta.com/api-platform/.md“PROBE docs-md: HTTP 404 at https://docs.carta.com/api-platform/.md”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”
• [probe] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“official MCP server documented at https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/”

Subscribe to events via webhooksweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Explore an interactive API reference with runnable examplesweight 2

2 (weight) × 4 (quality) × 0.6 (partial) = 4.8 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/introduction/“It doesn't require genuine credentials and always returns static but valid responses to your requests.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/playground-environment/“Our playground environment provides a similar experience to our production environment.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/postman/“This guide explains how to access Carta's APIs using Postman.”
• [probe] https://docs.carta.com/llms.txt“PROBE llms.txt: HTTP 404 at https://docs.carta.com/llms.txt”
• [probe] https://docs.carta.com/api-platform/.md“PROBE docs-md: HTTP 404 at https://docs.carta.com/api-platform/.md”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”

Download a machine-readable API spec (OpenAPI or equivalent)weight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [probe] https://docs.carta.com/llms.txt“PROBE llms.txt: HTTP 404 at https://docs.carta.com/llms.txt”
• [probe] https://docs.carta.com/api-platform/.md“PROBE docs-md: HTTP 404 at https://docs.carta.com/api-platform/.md”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”

Test against a sandbox environment without touching production dataweight 1

1 (weight) × 8 (quality) × 1.0 (full) = 8.0 of 10 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/introduction/“It doesn't require genuine credentials and always returns static but valid responses to your requests.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/quickstart-guide/“Register for our developer portal and create your playground app to start building.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/playground-environment/“Our playground environment provides a similar experience to our production environment.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/getting-started/migrate-to-production/“Promote your playground app to production in the Developer Portal.”

Rely on versioned APIs with a documented deprecation policyweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table/“Retrieve an issuer's capitalization table by share class.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-stakeholders/“Retrieve stakeholders. A stakeholder is a person or entity that has been issued a security by an issuer and is, therefore, on the issuer's capitalization table.”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”

Do everything through the API that I can do in the UIweight 2

2 (weight) × 5 (quality) × 0.6 (partial) = 6.0 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table/“Retrieve an issuer's capitalization table by share class.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-stakeholders/“Retrieve stakeholders. A stakeholder is a person or entity that has been issued a security by an issuer and is, therefore, on the issuer's capitalization table.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-option-grants/“Retrieve option grants.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-convertible-notes/“Retrieve convertible notes.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-draftsecurities-create-draft-option-grant/“A draft option grant is an option grant that is either still being finalized or that has not yet received board consent and approval.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-fair-market-values/“Retrieve the fair market values of an issuer, which are the values of the issuer's securities as determined by the issuer's 409a valuations.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/draft-issuer/“This document explains how to create issuers using Carta’s Draft Issuer API.”
• [probe] https://docs.carta.com/openapi.json“PROBE openapi: all candidate paths 404 (https://docs.carta.com/openapi.json, https://docs.carta.com/swagger.json, https://docs.carta.com/api/openapi.json, https://docs.carta.com/.well-known/openapi.json)”
• [probe] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“official MCP server documented at https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/”

Export all of my data in open formats and leaveweight 3

3 (weight) × 3 (quality) × 0.3 (disputed) = 2.7 of 30 max

• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table/“Retrieve an issuer's capitalization table by share class.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-stakeholders/“Retrieve stakeholders. A stakeholder is a person or entity that has been issued a security by an issuer and is, therefore, on the issuer's capitalization table.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-option-grants/“Retrieve option grants.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-convertible-notes/“Retrieve convertible notes.”
• [community] https://news.ycombinator.com/item?id=42404144“Carta's cancellation process requires a meeting with a customer success rep before you can cancel, and founders report being unable to schedule that meeting or reach a human, effectively trapping them in the subscription.”
• [community] https://news.ycombinator.com/item?id=42404144“I'm the founder of Eqvista, a Carta competitor; we've seen significant migrations from Carta due to cost, lengthy 409A valuation timelines, difficulty accessing support, and how hard Carta makes it to cancel and transfer your cap table elsewhere.”
• [community] https://news.ycombinator.com/item?id=38897363“Carta was charging me $8,000 per year. I found an alternative (Cake Equity) with all the features for 10% of the price. It took multiple calls with a rep to cancel because Carta did not want to add an easy cancel option.”

Read the product's source under an open licenseweight 2

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Self-host the core productweight 3

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Get AI-generated insights and suggestions from my data inside the productweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/cap-table/“Access ownership, stakeholder lists, SAFEs, convertible notes, option grants, 409A valuations, financing history, compensation benchmarks, and more — all with natural language questions.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“The Carta Investors plugin gives LLMs access to your fund's data and allows you to generate tear sheets, budgets, and financial statements.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Query ownership, SAFEs, convertibles, grants, valuations, financing history, and compensation benchmarks.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“Access NAV, fund performance, partner data, journal entries, portfolio company financials, build Excel budgets and consolidating P&L / balance sheets, and generate professional PDFs for investor reporting — all with natural language.”
• [probe] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“official MCP server documented at https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/”

Set up automations that run autonomously in the backgroundweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Query ownership, SAFEs, convertibles, grants, valuations, financing history, and compensation benchmarks.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“Access NAV, fund performance, partner data, journal entries, portfolio company financials, build Excel budgets and consolidating P&L / balance sheets, and generate professional PDFs for investor reporting — all with natural language.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”

Delegate tasks to a built-in AI assistant inside the productweight 3

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Operate the product with natural-language commandsweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/cap-table/“Access ownership, stakeholder lists, SAFEs, convertible notes, option grants, 409A valuations, financing history, compensation benchmarks, and more — all with natural language questions.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“The Carta Investors plugin gives LLMs access to your fund's data and allows you to generate tear sheets, budgets, and financial statements.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Query ownership, SAFEs, convertibles, grants, valuations, financing history, and compensation benchmarks.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/investors/“Access NAV, fund performance, partner data, journal entries, portfolio company financials, build Excel budgets and consolidating P&L / balance sheets, and generate professional PDFs for investor reporting — all with natural language.”
• [probe] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“official MCP server documented at https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/”

Perform bulk operations across many items at onceweight 2

2 (weight) × 4 (quality) × 0.6 (partial) = 4.8 of 20 max

• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table/“Retrieve an issuer's capitalization table by share class.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-stakeholders/“Retrieve stakeholders. A stakeholder is a person or entity that has been issued a security by an issuer and is, therefore, on the issuer's capitalization table.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-option-grants/“Retrieve option grants.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-convertible-notes/“Retrieve convertible notes.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-fair-market-values/“Retrieve the fair market values of an issuer, which are the values of the issuer's securities as determined by the issuer's 409a valuations.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/data-warehouse/overview/“It unifies your firm's most critical data—from fund performance and portfolio financials to partner capital accounts—into a single, queryable source.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/data-warehouse/overview/“Analysts are free to perform sophisticated, multi-faceted SQL queries and analyses without the friction of integrating disparate data sources.”

Define rules that trigger actions automatically on eventsweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/authorization/“Carta's API uses the OAuth 2.0 open specification to authorize your access to our data, and supports AUTHORIZATION_CODE and CLIENT_CREDENTIALS grant types.”
• [claimed-docs] https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/“Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more.”
• [claimed-docs] https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table/“Retrieve an issuer's capitalization table by share class.”

Schedule recurring jobs or workflowsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Version, review, and roll back my automationsweight 1

1 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 10 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh