From carta-cap-table
Fetch all SAFEs for a company. Use when asked about SAFEs, simple agreements for future equity, SAFE terms, valuation caps, or discounts.
npx claudepluginhub carta/plugins --plugin carta-cap-tableThis skill uses the workspace's default tool permissions.
Fetch all SAFEs for a company.
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Fetch all SAFEs for a company.
You need the corporation_id. Get it from list_accounts if you don't have it.
Use this skill for SAFEs only. If you need both SAFEs and convertible notes together (e.g. for the conversion-calculator or pro-forma-model skills), use fetch("cap_table:get:convertible_notes", {"corporation_id": corporation_id}) instead — that returns both types in one call and avoids a redundant API request. Do not call both list-safes and list-convertible-notes for the same query.
fetch("cap_table:list:safes", {"corporation_id": corporation_id})
investor_name or investor.name: investor nameinvestment_amount or amount: dollar amount investedvaluation_cap or cap: valuation capdiscount_rate or discount: discount percentagemfn: boolean, most favored nation clausestatus: "Outstanding", "Converted", etc.Format as a table:
| Investor | Amount | Val. Cap | Discount | MFN | Status |
|---|---|---|---|---|---|
| Investor A | $500,000 | $6,000,000 | 20% | No | Outstanding |
Show totals: total outstanding amount, count by status.