Carta + Go Fig
Connect Carta to Go Fig so cap-table, equity, and fund-administration data flow into the Excel package your finance team already uses, reconciled and standardized across every portfolio company and fund.
Carta runs cap tables, equity management, and fund administration across portfolio companies and the funds that hold them, but the answers a fund controller or portfolio finance lead actually needs (current ownership and fully diluted positions, option pool and dilution, fund-level holdings, capital calls and distributions) live behind the Carta UI and have to be exported, re-keyed, and reconciled before they tie to the rest of the reporting package. Go Fig does not replace Carta. It connects to Carta's API, syncs cap-table, securities, stakeholder, and fund-administration data, reconciles it against your other systems, and loads fresh, standardized, traceable data into the Excel your team already works in, automatically. Celeste, Go Fig's AI analyst, can then answer questions like 'what is our fully diluted ownership across the portfolio after this round' with a full audit trail back to the underlying security. Your financial and ownership data stays in your environment. It is never pasted into a public chatbot and never used to train an outside model. Celeste works only on your data, with a complete audit trail.
Key facts
- System
- Carta cap table, equity, and fund administration
- Sync grain
- Security, stakeholder, and holding level
- Multi-entity
- One connection per company and per fund
- Historical backfill
- Full cap-table and issuance history
- Auth
- Read-scoped Carta API (file-drop fallback)
What you can do with Carta data in Go Fig
Consolidated ownership and fully diluted positions
Current ownership, outstanding shares, options, and convertibles pulled from Carta and rolled up across the portfolio, so the fully diluted picture is one standardized view instead of a stack of per-company exports. Dilution from a new round flows through automatically.
Fund-level holdings and entity-level reporting
Fund holdings, ownership stakes, and security-level detail joined to your fund and portfolio reporting, so entity-level positions and fund-level roll-ups tie to the same source. Capital structure questions get answered against live data with a trace to the underlying security.
Cap-table reconciliation across systems
Carta ownership and security data reconciled against your accounting and investment-management systems, so what the cap table says and what the books say are the same number. Mismatches surface by company and security before they reach an investor package.
Data available from Carta
Go Fig extracts and normalizes the following data from your Carta account:
How to connect Carta
Provision Carta API access
Set up read-scoped API access for the Carta firm, company, or fund you want exposed, keeping it separate from your human operators so token rotation and audit trails stay clean. For PE groups, provision access per company and per fund so entity-level and fund-level isolation is preserved.
Connect each company and fund
Portfolio companies and funds each live as their own Carta entity. Connect them one at a time in Go Fig. The source company or fund is preserved as a column so you can report by entity, consolidate ownership across the portfolio, or roll holdings up to the fund level.
Pick the historical window
Carta carries the full cap-table history, so Go Fig backfills issuances, rounds, and ownership changes once and then syncs deltas. Most groups bring in the full ownership history so dilution and round-over-round changes reconstruct cleanly.
Wire up the standardized ownership package
Celeste ships starter flows for consolidated ownership, fully diluted positions, fund holdings, and cap-table reconciliation. Point them at your Carta connections and the standardized package lands in Excel, with drill-down back to the underlying security and stakeholder.
Authentication: Carta exposes API access for cap-table and fund-administration data, authenticated per Carta firm or company with read-scoped credentials. Go Fig connects with a service credential, retrieves a token, and refreshes it automatically. Each Carta company or fund is connected separately, which keeps entity-level and fund-level isolation clean for portfolio and fund roll-ups. Where API coverage is limited, Go Fig also supports a secure file-drop path for Carta exports.
Common Questions About Carta Integration
Does Go Fig replace Carta?
No. Your team keeps managing the cap table, issuing equity, and running fund administration in Carta exactly as they do today. Go Fig connects to Carta, reconciles ownership and fund data against your other systems, and loads fresh, standardized data into the Excel your finance team already uses. Carta stays the system of record. Go Fig makes its data consolidate and tie out across the portfolio and your funds.
How does Go Fig consolidate Carta across portfolio companies and funds?
Each company and fund is connected separately, and the source entity is preserved as a column on every row. You can report ownership by company, consolidate fully diluted positions across the portfolio, or roll holdings up to the fund level. PE groups typically build a mapping in Go Fig that ties each company's securities to the fund's holdings, so the fund-level and entity-level views tie to the same source.
Can Go Fig reconcile Carta ownership to our books?
Yes. Go Fig joins Carta securities and ownership positions against your accounting and investment-management systems and surfaces mismatches by company and security. A typical reconciliation catches issuances recorded in Carta but missing from the books, valuation differences, and option grants that never made it into the equity roll-forward, all with a trace back to the underlying Carta record.
Is our cap-table and financial data safe and private?
Yes. Your Carta data, including ownership and valuation detail, stays inside your Go Fig environment. It is never pasted into a public chatbot and never used to train an outside model. Celeste, Go Fig's AI analyst, works only on your data and leaves a full audit trail for every answer, so you can see exactly which securities and positions a number came from.
What if Carta's API does not cover everything we need?
Where Carta's API coverage is limited for a given object, Go Fig supports a secure file-drop path for Carta exports, so the same cap-table and fund-administration data still lands in your standardized package. We will walk through which objects come via API and which come via export during setup so there are no surprises.
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