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.

Fetch all convertible instruments (SAFEs and convertible debt) for a company. Use when asked about convertible notes, SAFEs, convertible debt, note terms, caps, discounts, or maturity dates.

Fetch all SAFEs for a company. Use when asked about SAFEs, simple agreements for future equity, SAFE terms, valuation caps, or discounts.

Analyze cap structure patterns across the portfolio as market benchmarks. Use when asked about market benchmarks, typical option pool sizes, average SAFE terms, what's normal for a Series A, cap structure patterns, or portfolio-wide statistics.

Ownership structure by share class, voting rights, and liquidation seniority. Use when asked about ownership breakdown, preferred vs common holders, voting power, protective provisions, or consent requirements.

Detect red flags and time-sensitive issues across portfolio companies. Use when asked to flag problems, find expiring items, or audit portfolio health.

Query cap table data for one or more companies. Use when asked about cap tables, ownership breakdown, share classes, stakeholder holdings, portfolio-wide analysis, comparing companies, or finding patterns across multiple entities.

Model a pro-forma financing round to show dilution impact. Use when asked to model a Series A/B/C, new round, or show how a round would affect ownership.

Fetch financing round history for a company. Use when asked about funding rounds, capital raised, or financing history.

List stakeholders for a company. Use when asked who the stakeholders are, stakeholder list, shareholders, investors, or holders.

Fetch 409A valuation history for a company. Use when asked about 409A valuations, FMV, exercise prices, or valuation expiration dates.

Fetch saved waterfall / exit scenario models for a company. Use when asked about liquidation preferences, exit payouts, return multiples, or waterfall analysis.

1 hook across 1 event