From carta-cap-table
Computes portfolio-wide benchmarks from Carta data: median/average option pools, SAFE caps, and round sizes. Use to sanity-check deal terms against your own portfolio.
How this skill is triggered — by the user, by Claude, or both
Slash command
/carta-cap-table:carta-market-benchmarksWhen to use
Use when asked what's typical for a metric, what's normal at a given stage, what the median value is, what the average comes out to, how something compares to the market, what range a metric falls in across the portfolio, or how a specific deal's terms stack up against portfolio norms. Covers option pool sizing, SAFE valuation caps, SAFE discount rates, round sizes by stage, and similar structural metrics. For raw cross-company data tables without computed statistics, prefer a multi-company raw-data skill. For time-based risk detection across companies, prefer a portfolio-alerts skill.
This skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
<!-- Part of the official Carta AI Agent Plugin -->
Compute portfolio-wide benchmarks from your own Carta data: option pool sizes, SAFE valuation caps, and round sizes. Useful for sanity-checking a new deal's terms against your existing portfolio.
Note: This reflects your firm's portfolio, not Carta-wide market data. Present results as "portfolio benchmarks" not "market data."
No inputs required — this skill loops the full portfolio automatically.
Call list_accounts. Filter to corporation_pk: accounts. Extract up to 20 numeric corporation IDs. If more than 20 companies exist, ask the user to narrow scope.
For each company, the relevant commands are:
call_tool({"name": "cap_table__get__cap_table_by_share_class", "arguments": {"corporation_id": corporation_id}}) -- option pool datacall_tool({"name": "cap_table__get__convertible_notes", "arguments": {"corporation_id": corporation_id}}) -- SAFE/note terms (summary includes median/min/max price_cap, avg_discount, by_type)call_tool({"name": "cap_table__get__financing_history", "arguments": {"corporation_id": corporation_id}}) -- round sizes (summary includes per-round cash_raised and latest_date)The gateway defaults to detail=summary for all three commands. The enriched summaries include all fields needed for portfolio benchmarks — no individual records required.
Parallel execution: The
fetchtool hasreadOnlyHint=true, so Claude Code executes parallel fetch calls concurrently. Issue ALL fetch calls for ALL companies in a single response — do NOT loop company-by-company. See Workflow Step 2.
From cap table (option pool):
option_plans[].authorized_shares: shares authorized per plantotals.total_fully_diluted: total fully diluted share countFrom convertible notes (summary):
median_price_cap, min_price_cap, max_price_cap: valuation cap statisticsavg_discount: average discount rateby_type: count of SAFEs vs Convertible Notestotal_dollar_amount: total invested across all instrumentsFrom financing history (summary):
by_round: per-round {count, cash_raised, latest_date}total_cash_raised: aggregate across all roundsCall list_accounts. Filter to corporation_pk: accounts. Extract up to 20 numeric corporation IDs.
Issue ALL fetch calls for ALL companies in a single response — do NOT loop company-by-company. Each fetch call is independent and will execute concurrently.
For example, with 5 companies and all 3 data types, issue all 15 fetch calls at once:
call_tool({"name": "cap_table__get__cap_table_by_share_class", "arguments": {"corporation_id": 1}})
call_tool({"name": "cap_table__get__convertible_notes", "arguments": {"corporation_id": 1}})
call_tool({"name": "cap_table__get__financing_history", "arguments": {"corporation_id": 1}})
call_tool({"name": "cap_table__get__cap_table_by_share_class", "arguments": {"corporation_id": 2}})
call_tool({"name": "cap_table__get__convertible_notes", "arguments": {"corporation_id": 2}})
call_tool({"name": "cap_table__get__financing_history", "arguments": {"corporation_id": 2}})
... (all companies)
Then from the results:
Cap table by share class (for option pool %):
option_plans[]: sum authorized_shares across all planstotals.total_fully_diluted: compute option pool % = option_pool_authorized / total_fully_dilutedSAFE / convertible note terms (summary):
median_price_cap, min_price_cap, max_price_cap directly for SAFE cap benchmarksavg_discount for discount benchmarksby_type to count SAFEs vs notes per companyFinancing history (summary):
by_round to identify rounds and their cash_raisedtotal_cash_raised for aggregate amountslatest_dateFor each metric, compute across companies that have data:
Metrics:
See Presentation section.
If the user asks about a specific company ("how does Acme's option pool compare?"), show that company's value alongside the portfolio median.
Required inputs: None — portfolio enumeration is automatic.
AI computation: Yes — portfolio benchmark statistics (median, min, max for option pool sizes, SAFE caps, round sizes) are AI-derived from aggregated cap table data. Trigger the AI computation gate (see carta-interaction-reference §6.2) before outputting any benchmark statistics or portfolio comparisons.
Subagent prohibition: Not applicable.
Format: Benchmark tables grouped by metric
BLUF lead: Lead with the number of companies analyzed and the most notable finding (e.g., "median option pool is 12.5% across 14 companies").
Sort order: By metric name (Option Pool, SAFE Caps, Round Sizes).
Portfolio Benchmarks (N companies)
Option Pool Size (% Fully Diluted)
| Metric | Value |
|---|---|
| Median | 12.5% |
| Range | 8% – 20% |
| Companies with data | 14 |
SAFE Valuation Caps
| Metric | Value |
|---|---|
| Median | $8,000,000 |
| Range | $3M – $25M |
| SAFEs analyzed | 28 |
Last Priced Round Size
| Metric | Value |
|---|---|
| Median | $5,000,000 |
| Range | $500K – $30M |
| Companies with priced rounds | 10 |
npx claudepluginhub carta/plugins --plugin carta-cap-tableQueries Carta Web / Fund Admin data warehouse for investors data: fund metrics (NAV, TVPI, DPI, IRR, MOIC), cash flows, balance sheets, cap tables, ownership, valuations. Default skill for investor data queries over other Carta skills.
Detects time-bounded and threshold-bounded risks across Carta portfolio companies, surfacing expiring 409As, maturing notes, low option pools, and expiring SAFEs.
Generates a single-slide PowerPoint briefing summarizing recent funding rounds and capital markets activity for watched sectors or companies, with Capital IQ deal links.