From carta-cap-table
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.
npx claudepluginhub carta/plugins --plugin carta-cap-tableThis skill uses the workspace's default tool permissions.
Fetch all convertible instruments for a company.
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Fetch all convertible instruments for a company.
You need the corporation_id. Get it from list_accounts if you don't have it.
fetch("cap_table:list:convertible_notes", {"corporation_id": corporation_id})
Optional params:
page, pageSize: paginationsearch: text searchstatusExplanation: filter by status (e.g. "Outstanding", "Converted", "Canceled")is_debt: false = SAFE, true = convertible notedollar_amount: investment amountprice_cap: valuation capdiscount_percent: discount rateinterest_rate: annual interest rate (convertible debt only)maturity_date: when the note maturestotal_with_interest: principal + accrued intereststatus_explanation: "Outstanding", "Converted", "Canceled"note_block: groups notes by round/tranche (e.g. "2013 SAFE", "Bridge 2014")name: investor namelabel: security label (e.g. "SAFE-1", "CN-1")is_debt: false) and Convertible Notes (is_debt: true)maturity_date is approaching (within 90 days) or pastSAFEs:
| Investor | Amount | Val. Cap | Discount | MFN | Status |
|---|---|---|---|---|---|
| Investor A | $500,000 | $6,000,000 | 20% | No | Outstanding |
Convertible Notes:
| Investor | Amount | Val. Cap | Discount | Interest | Maturity | Total w/ Interest | Status |
|---|---|---|---|---|---|---|---|
| Investor B | $500,000 | $8,000,000 | 20% | 6% | 11/05/2019 | $740,164 | Converted |
note_block if there are multiple tranches