+Beyond-Bot.ai + Carta
Carta provides equity, cap table, compensation, portfolio, and fund administration APIs.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Carta.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Carta.
Trigger Workflows
Start automated workflows in Carta based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Carta.
Adjust Investor Capital Call
Changes a capital call's total amount and reallocates it across interests while retaining the capital call ID.
Create Draft Issuer
Create a draft version of an issuer in Carta Launch.
Create Investor Capital Call
Create a capital call and allocate its fund-level amount across selected interests, or every interest when interest_ids is empty. By default, the call remains a draft. Warning: post_as_draft=false releases it to limited partners and posts its journal.
Create Investor Carried Interest Allocation
Books externally calculated carried-interest changes as a manual allocation. The deltas must net to zero; no journal is posted.
Create Investor Management Fee
Book an externally calculated limited-partner management fee and post its journal. Per-interest amounts must sum exactly to the total amount.
Create Issuer Draft Option Grant
Create a draft option grant in an issuer's draft option grant set.
Create Issuer Secondary Transaction
Create a secondary transaction on an issuer's capitalization table with the supplied external reference, right-of-first-refusal decision, buyer, price, and securities. Carta assigns its identifier, state, settlement fields, and finalization time.
Download Portfolio Fund Investment Document
Download a portfolio fund investment document from Carta's temporary URL and return it as a stored file reference with its metadata and expiration.
Finalize Issuer Secondary Transaction
Irreversibly finalize an existing issuer secondary transaction for settlement.
Get Compensation Benchmark Attributes
Retrieve valid compensation benchmark attributes for a corporation's Carta Total Compensation plan.
Get Current User
Retrieve the Carta user associated with the access token that authorized the request.
Get Draft Issuer
Retrieve a draft issuer from Carta Launch by identifier.
Get Investor Capital Call
Retrieves a capital call, including its status and allocation across the fund's interests.
Get Investor Capitalization Table
Retrieve one capitalization table for a company investment within a specified investor firm and fund, optionally as of a date.
Get Investor Management Fee
Retrieves a management fee booked through Create Investor Management Fee, including the current state of its journal.
Get Investor Stakeholder Capitalization Table
Retrieve one page of stakeholder-group capitalization data for a company investment within a specified investor firm and fund, optionally as of a date.
Get Investor Waterfall Result
Retrieve one saved waterfall result for a Carta investment firm by result ID. This beta endpoint requires access from a Carta representative.
Get Issuer
Retrieve one issuer accessible to the connected account by issuer ID.
Get Issuer Capitalization Table
Retrieve an issuer's capitalization table by share class.
Get Issuer Certificate
Retrieve one certificate belonging to the specified issuer by certificate ID.
Get Issuer Convertible Note
Retrieve one convertible note belonging to the specified issuer by note ID.
Get Issuer Draft Option Grant
Retrieve a draft option grant from an issuer's draft option grant set.
Get Issuer Option Grant
Retrieve one option grant issued by the specified issuer by grant ID.
Get Issuer Restricted Stock Award
Retrieve one restricted stock award issued by the specified issuer by award ID.
Get Issuer Restricted Stock Unit
Retrieve one restricted stock unit issued by the specified issuer by unit ID.
Get Issuer Secondary Transaction
Retrieve a secondary transaction from an issuer's capitalization table.
Get Issuer Stakeholder
Retrieve one stakeholder belonging to the specified issuer by stakeholder ID.
Get Issuer Stakeholder Capitalization Table
Retrieve one page of an issuer's capitalization table grouped by stakeholder, optionally as of a date.
Get Issuer Stakeholder Equity Summary
Retrieves a summary of a stakeholder's equity positions — certificates, option grants (ISO and NSO), restricted stock awards, and restricted stock units — at a given issuer.
Get Issuer Stock Split Asset Changes
For a set of securities and a reference time, report stock-split-driven changes. Store the returned `asOf` timestamp and send it back as `since` on the next request.
Get Open Cap Table
Get the processing record for a previously uploaded OCF package.
Get Portfolio
Retrieve a shareholder portfolio by identifier.
Get Portfolio Issuer Certificate
Retrieve one certificate for the specified issuer within the specified portfolio by certificate ID.
Get Portfolio Issuer Convertible Note
Retrieve one convertible note for the specified issuer within the specified portfolio by note ID.
Get Portfolio Issuer Fair Market Value
Retrieve the current fair market value of an issuer in a portfolio.
Get Portfolio Issuer Option Grant
Retrieve one option grant for the specified issuer within the specified portfolio by grant ID.
Get Portfolio Issuer Restricted Stock Award
Retrieve one restricted stock award for the specified issuer within the specified portfolio by award ID.
Get Portfolio Issuer Restricted Stock Unit
Retrieve one restricted stock unit for the specified issuer within the specified portfolio by unit ID.
List Compensation Benchmarks
Retrieve one page of compensation benchmarks for a corporation's Carta Total Compensation plan.
List Corporations
Retrieve one page of corporations that the connected Carta user can access.
List Investor Capitalization Tables
Retrieves the capitalization tables for a given firm, fund, and investment company.
List Investor Cash Balances
Retrieves one page of cash balances for a firm and fund. Pass '-' as fund_id to retrieve balances across all funds in the firm.
List Investor Certificates
Retrieve certificates issued by an investment company to a fund within a firm.
List Investor Convertible Notes
Retrieve convertible notes and SAFEs issued by an investment company to a fund within a firm.
List Investor Firm Performance Metrics
Retrieve one page of performance metrics aggregated across selected funds in a Carta firm.
List Investor Firms
Retrieve one page of investment firms available to the connected Carta account.
List Investor Fund Interests
Retrieves one page of partner interests in a fund. An interest id is distinct from partnerId and is used by management-fee and carried-interest actions.
List Investor Fund Performance Metrics
Retrieve one page of Carta fund performance metrics, optionally grouped by fund, partner type, or partner.
List Investor Funds
Retrieve one page of investment funds belonging to a Carta investment firm.
List Investor Investments
Retrieve one page of portfolio-company investments held by a Carta fund.
List Investor Partner Contacts
Retrieve one page of contacts associated with partners across a Carta firm's funds.
List Investor Partners
Retrieve one page of LPs, GPs, and other partners across a Carta firm's funds.
List Investor Warrants
Retrieve investment warrants issued by an investment company to a fund within a firm.
List Investor Waterfall Holdings
List feeder-fund holdings from saved waterfall results, including value, ownership, invested capital, and MOIC. This beta endpoint requires access from a Carta representative.
List Investor Waterfall Results
List a firm's saved waterfall-modeling results, newest waterfall date first; unsaved runs and finalized portfolio valuations are excluded. This beta endpoint requires access from a Carta representative.
List Investor Waterfall Targets
List deal structures and companies a Carta investment firm can run waterfalls on, including each target's stable ID and feeder funds. This beta endpoint requires access from a Carta representative.
List Issuer Certificates
List one page of certificates belonging to the specified issuer, optionally filtered by last-modified time range.
List Issuer Convertible Notes
List one page of convertible notes belonging to the specified issuer.
List Issuer 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.
List Issuer Interests
List one page of interests issued by the specified issuer, optionally as of a date.
List Issuer Option Exercises
Retrieve one page of option exercises issued by an issuer.
List Issuer Option Grants
List one page of option grants issued by the specified issuer, optionally filtered by last-modified time range.
List Issuer Points Of Contact
List the specified issuer's points of contact in a single response.
List Issuer Restricted Stock Awards
List one page of restricted stock awards issued by the specified issuer, optionally filtered by last-modified time range.
List Issuer Restricted Stock Units
List one page of restricted stock units issued by the specified issuer, optionally filtered by last-modified time range.
List Issuers
List one page of issuers accessible to the connected account.
List Issuer Share Classes
List one page of share classes issued by the specified issuer, optionally as of a date.
List Issuer Stakeholders
List one page of stakeholders belonging to the specified issuer.
List Issuer Transactions
List one page of transaction history for the specified issuer's securities, filtered by the required security type.
List Issuer Vesting Schedule Templates
List one page of vesting schedule templates belonging to the specified issuer.
List Portfolio Fund Investment Documents
Retrieve one page of fund investment documents for a portfolio.
List Portfolio Issuer Certificates
List one page of certificates for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Convertible Notes
List one page of convertible notes for the specified issuer within the specified portfolio.
List Portfolio Issuer Option Grants
List one page of option grants for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Restricted Stock Awards
List one page of restricted stock awards for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Restricted Stock Units
List one page of restricted stock units for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuers
Retrieve one page of issuers in a shareholder portfolio.
List Portfolio Issuer Security Transactions
List one page of security transactions for the specified issuer within the specified portfolio.
List Portfolios
Retrieve one page of shareholder portfolios.
Update Issuer Money Movement
Update money movement information for an issuer option exercise.
Update Issuer Tax Withholding
Update tax withholding information for an issuer option exercise.
Upload File
Synchronously upload a generic file to Carta as a base64-encoded JSON payload.
Upload Open Cap Table
Upload an Open Cap Table Format package in binary form for Carta to process.
Community feedback
Sign in with your B-Bot account to like or review.
Reviews
No reviews yet. Be the first to leave feedback.