Importing Carta Portfolio

To continue the onboarding, you may also import your Carta investments. Click on Authorize Carta Access to get started.

AngelStat leverages the Investor and Portfolio Carta APIs to ingest data. You can read more about our Carta integration in this FAQ.

After clicking, you will be prompted to redirect to Carta to authorize AngelStat to access your investor and/or portfolio information.

Click Authorize Carta Access and proceed through the login and authorization process for Carta. Once completed, you will be redirected back the Portfolio view in AngelStat while your investments are imported.

Because the Carta dataset is relatively extensive and contains many issuers, investors that have larger portfolios and many fund investments may needs to wait up to 5-10 minutes for the import to complete. We will email you when the process is completed.

Carta Authorization screen

It is recommended to select All Portfolios, but you may select the more granular option above if necessary. Once you have selected applicable portfolios, click Authorize. Then you will be redirected back to AngelStat while the import completes.

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