Sabaki Guide
Carta Investor Portfolio Setup In Sabaki
How investors connect Carta and sync securities into Sabaki portfolio entries.
Carta investor portfolio sync is the Sabaki workflow for reading investor firm securities from Carta and converting certificates, warrants, and convertible notes into portfolio entries.
Key Takeaways
- Carta uses OAuth with investor firm and security read scopes.
- Sabaki groups securities by company and writes portfolio entries, not pipeline entries.
- Investment amount, investment date, status, notes, and last updated values are derived from available security data.
How To Sync Carta Portfolio Entries
- Connect CartaOpen Apps as an investor, choose Carta, and complete OAuth for the investor firm.
- Confirm firm accessMake sure the connected Carta user can read the investor firm and securities.
- Run Sync NowSync certificates, warrants, and convertible notes from Carta.
- Review portfolio entriesCheck company names, investment amounts, status, and notes in Sabaki.
- Investigate partial failuresIf one security family fails, review sync errors before relying on portfolio completeness.
Quick Comparison
| Carta Source | Sabaki Output | How Sabaki Uses It |
|---|---|---|
| Certificates | Portfolio entries | Grouped by company |
| Warrants | Portfolio notes and amount | Included in company security summary |
| Convertible notes | Portfolio notes and amount | Included in company security summary |
| Issue dates | Investment date | Earliest security issue date |
| Canceled or terminated securities | Portfolio status | Used to classify active or exited holdings |
Frequently Asked Questions
Does Carta sync investor pipeline?
No. Carta writes investor portfolio entries from securities data.
Why is investment amount approximate?
Sabaki derives amount from available cash paid or quantity and price-per-share data. Missing source fields can limit precision.
Can Carta sync multiple security types?
Yes. Sabaki reads certificates, warrants, and convertible notes when available.
What if Carta returns no firm?
The connected Carta user may not have accessible investor firm permissions. Reconnect with the correct account or permissions.