Custom Fivetran connector for Carta equity management
A custom Fivetran connector for extracting data from Carta's API and loading it into BigQuery. Syncs comprehensive equity management data including firms, funds, investments, certificates, convertible notes, warrants, and cap tables.
Features modular architecture with specialized processor classes, OAuth 2.0 authentication, error handling with graceful degradation, and fund performance metrics including IRR, MOIC, DPI, RVPI, and TVPI.
Tech: Python, Fivetran SDK, OAuth 2.0, GitHub Actions
Features
- Syncs cap tables, certificates, warrants, and convertible notes
- Fund performance metrics (IRR, MOIC, DPI, RVPI, TVPI)
- Modular processor classes for each data type
- Resilient design with graceful error handling
- OAuth 2.0 Client Credentials authentication
More from the portfolio
This project is part of tvsguide.io, the personal portfolio of Tim Veil — software engineer and CIO at Two Bear Capital, previously at StarTree, Cockroach Labs, and Hortonworks. The full collection covers distributed systems, data infrastructure, JDBC drivers, AI services, build pipelines, real-time analytics, and a couple of personal apps. Each project ships with source code, tech notes, and links to live deployments where applicable.
Browse the project index, read about Tim's background, follow the blog, or return to the homepage. Source code lives on GitHub; professional history is on LinkedIn.