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Finance integration

Carta dashboards on Apple TV and every office display

Your Carta metrics, live on every office display. Connect Carta to Dance Party, describe the dashboard you want, and our AI builds it to run on an Apple TV. Always on.

Option pool allocationLive
Allocated equity
14.2M/ 18.0M
78% to goal

An example Carta widget. You describe it, your AI builds it.

What you can build

Real widgets, not mockups of a single layout. Each one is a screen you can stand up from Carta.

Headcount equity vesting, this yearLive
3.4M shares+12% vs last year
  • Outstanding share counts across classes.
  • Employee option pool allocation percentage.
  • Equity vesting timelines and monthly milestones.
  • Overall cap table stakeholder counts.
  • Vesting schedules and upcoming vesting events.
  • Pending option grant approval queues.

What you can pull from Carta

Dance Party reads your equity capitalization summaries via Carta's secure OAuth 2.0 developer API. Connections expire after 14 days and require standard tenant refresh.

Capitalization Summary

API docs ↗
  • Equity Classes
    Outstanding common vs preferred stock classes, authorized limits, and values.
  • Capitalization Aggregates
    Fully diluted share totals, outstanding totals, and unissued reserves.

Option Pools

API docs ↗
  • Option Pool Balance
    Option pool total size, allocated options, and available option reserves.
  • Option Grants
    Employee option grant quantities, exercise prices, and general schedules.

Stakeholders & Vesting

API docs ↗
  • Stakeholder Summaries
    Aggregate count of employees, investors, and advisors in the cap table.
  • Vesting Metrics
    Vested shares count, unvested shares totals, and upcoming monthly vesting values.

How to connect Carta

OAuth connection. No code, no drag-and-drop.

  1. 1
    Open Settings, then Integrations in Dance Party.
    Integrations
    Connect a data source and DJ Agent builds dashboards from live data. Connected accounts power widgets that refresh on their own.
    Carta logoCartaNot connected
    Cap table, equity, and option-pool aggregates.
    Connect Carta
    HubSpot logoHubSpotNot connected
    Pipeline, deals, and closed revenue.
    Connect HubSpot
    Slack logoSlackNot connected
    Live messages from any channel.
    Connect Slack
    Stripe logoStripeNot connected
    Revenue, MRR, and new customers.
    Connect Stripe
    Notion logoNotionNot connected
    Docs, tasks, and database records.
    Connect Notion
    Google Analytics logoGoogle AnalyticsNot connected
    Traffic, acquisition, and conversion rates.
    Connect Google Analytics
  2. 2
    Click Connect on Carta, sign in, and approve read-only access.
    Carta logo
    Carta
    Not connected
    Sign in to Carta and approve read-only access. You come back connected.
    Connect Carta
  3. 3
    Describe the dashboard in plain English.
    New dashboard+ Widget
    Describe a widget in DJ Agent, or click + Widget
    DJ Agent
    DATA SOURCES
    Carta logoCartaConnected
    Show our total option pool size and outstanding share counts by class.Send
  4. 4
    Your AI builds the widget and drops it on the board.
    New dashboard+ Widget
    Carta logoOption pool allocationLive
    Allocated equity
    14.2M/ 18.0M
    78% to goal
    DJ Agent
    DATA SOURCES
    Carta logoCartaConnected
    Show our total option pool size and outstanding share counts by class.Send
  5. 5
    Assign your dashboard to an office display.

Read-only. Dance Party connects over OAuth 2.0 and only reads capitalization summary data. It has no access to personal stakeholder addresses, tax forms, or bank details.

Frequently asked questions

Is the Carta connection read-only?

Yes. Dance Party uses OAuth to request strict read-only access to equity aggregates and can never issue shares or edit cap tables.

How long does a connection stay active?

Carta OAuth access tokens are refreshed automatically; however, connections expire after 14 days without active refresh calls, requiring quick re-consent.

Can employees see individual equity grants?

No. The integration only reads company-level aggregate summaries (authorized, outstanding, option pool) to protect individual employee privacy.

Does it support the Carta Playground?

Yes. Developers can test workflows against the Carta Sandbox (carta.team) before deploying production keys.

More integrations

Put your Carta dashboard on every display

Connect Carta. Describe what you want. Your AI builds it and it runs on every office display, 24/7.

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