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Introducing Carta API integrations with Cooley—making it easier than ever to support startups

By Brent Devey posted 02-06-2023 11:22

  

Starting today, we are proud to launch two new Carta API programs—Carta Issuer API and Carta Launch API—with Cooley LLP as our first partner.  These new integrations will make it possible for Cooley LLP attorneys to access the latest Carta data directly within the firm’s proprietary attorney portals—Client Focus and Cooley Docs. 

Cooley launched Client Focus in 2022 to provide the firm’s  lawyers and business professionals with a consolidated bird’s-eye view of client information. Client Focus provides a window into key client data, billing systems, Cooley team notes, document management, and high-level cap table information. 

Using the Carta Issuer API, Cooley can see existing client data from Carta, including company capitalization, securities data, and stakeholder holdings without ever leaving the Client Focus portal.

The second integration, Carta Launch API, integrates with Cooley Docs, a proprietary document generation system with more than 40 document packages, including a collaborative questionnaire that allows Cooley attorneys to collaborate online with early-stage companies to quickly incorporate.

When a company incorporates with Cooley using Cooley Docs, the new Launch API integration transmits the company’s data and instantly creates a new Carta Launch account (Launch is Carta’s free platform for early-stage founders). The integration reduces manual data entry for the Cooley team and reduces errors, saving time and money for everyone involved. 

“At Cooley, we have a long history of heavily investing in technology that improves the client experience,” said Peter Werner, co-chair of Cooley’s global emerging companies and venture capital practice. “We look forward to leveraging Carta’s new API integrations for the benefit of our company clients.”

The integrations are a continuation of a longstanding relationship between Carta and Cooley to support emerging companies, build infrastructure for innovators, and serve clients effectively and efficiently. As the first law firm to have a two-way integration with Carta, Cooley reinforces its standing as a leading tech-enabled practice.  

“Cooley has been a core partner to Carta for nearly a decade, pioneering a tech-enabled approach to legal work to support startups around the world,” said Reed McBride, VP of Business Development at Carta. “We’re thrilled to support their team with these integrations.”

Carta and Cooley serve thousands of shared customers in the venture ecosystem, helping them to manage cap tables, fundraise, access liquidity, and more. A partner since 2015, Cooley is one of Carta’s largest and longest running law firm partners.

For firms interested in partnering with Carta or utilizing Carta APIs, you can reach us at partners@carta.com

DISCLOSURE: This publication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”), and its affiliates, are not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. This report includes aggregate statistics of transactions on Carta, Inc. and CartaX. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement. © 2023 eShares, Inc., dba Carta, Inc. (“Carta”). All rights reserved.
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