carta-cap-table

Surface time-based BD triggers across the portfolio. Use when asked about client outreach, which clients closed a round recently, stale cap tables, pending grants, tombstones, weekly deals, or BD triggers.

Calculate SAFE and convertible note conversion into equity. Use when asked about SAFE conversion, note conversion, conversion shares, or how instruments convert in a round.

Find the right carta-cap-table command when no other skill matches. Use when unsure which command to call, exploring available data, or when the user's request doesn't match a specific skill.

Fetch vesting schedule for a specific option grant. Use when asked about vesting details, cliff dates, vesting progress, or unvested shares for a particular grant.

Carta's behavioral rules for AI agents presenting cap table data. ALWAYS load this skill before responding to ANY Carta cap table query — ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any other topic. Load alongside the domain skill (e.g. portfolio-query, pro-forma-model), not instead of it. This is mandatory context for every Carta data response.

1 hook across 1 event