Add Carta as a Notary Provider

[saberistic]

Objective

Implement Carta as a provider for our notary service to notarize share information and total value of holdings.

Background

Carta provides detailed information about equity holdings through their API. We want to leverage this data to create notarized attestations about an individual's shares in various companies and their total value.

Requirements

1. Integrate with Carta API

   • Endpoint structure: https://app.carta.com/api/investors/holdings/portfolio/{portfolio_id}/corporation/{corporation_id}/securities/
   • Handle authentication and API key management

2. Parse Carta API Response

   • Extract relevant information from the JSON response, including:
     • Number of shares per company
     • Total value of holdings
     • Details of different types of equity (e.g., option grants, RSUs, warrants)

3. Create Notarization Logic

   • Develop functions to notarize the extracted information
   • Focus on key metrics like total shares, vested shares, and total value

4. Implement Notary Provider Interface

   • Create a Carta provider that adheres to our notary provider interface
   • Ensure it can generate appropriate attestations based on the Carta data

Technical Considerations

• The Carta API response includes detailed information about various types of holdings (option grants, RSUs, SARs, etc.). We need to decide which specific data points to include in our notarizations.
• Consider implementing caching to reduce API calls and improve performance.
• Ensure proper error handling for API failures or data inconsistencies.

Security and Privacy

• Implement secure storage for Carta API credentials
• Ensure that only necessary data is extracted and stored during the notarization process

Testing

• Create unit tests for the Carta API integration
• Develop integration tests for the entire notarization flow
• Test with various scenarios (multiple holdings, different equity types, edge cases)

Documentation

• Document the setup process for the Carta provider
• Create user guidelines for requesting Carta-based notarizations

Next Steps

• [ ] Design the Carta provider interface
• [ ] Implement API integration
• [ ] Develop notarization logic for Carta data
• [ ] Create tests
• [ ] Document the new provider

[saberistic]

due to complexity of how API is organized, we will close this for now