round-history

Round History

Fetch financing history and summarize by round, or use the cap table by share class for a quick overview.

Prerequisites

You need the corporation_id. Get it from list_accounts if you don't have it.

Option 1: Detailed History (per-security)

fetch("cap_table:get:financing_history", {"corporation_id": corporation_id})

This is the same data that powers the in-app "Financing History" tab.

Key Fields

• round_name: name of the financing round (e.g. "Series A Preferred")
• issue_date: date the security was issued
• cash_paid: amount paid by the investor for this security
• quantity: number of shares issued
• issue_price: price per share
• stakeholder_name: investor name
• label: security label (e.g. "PB-9")
• is_grant: true if this is an option grant (not a priced round)
• is_canceled: true if the security was canceled — exclude from aggregates
• is_converted: true if the security converted (e.g. SAFE → preferred)

Response Format

{
  "count": 120,
  "results": [
    {
      "id": 666,
      "pk_key": "certificate_pk",
      "stakeholder_name": "Janet Sugiyama",
      "currency": "USD",
      "label": "PB-9",
      "round_name": "Series B Preferred",
      "quantity": 180000.0,
      "issue_date": "2014-09-14",
      "cash_paid": 219600.0,
      "issue_price": "1.22",
      "is_grant": false,
      "is_canceled": false,
      "is_converted": false
    }
  ]
}

How to Present

1. Group results by round_name
2. For each round, aggregate: total cash_paid, total quantity, count of investors, earliest issue_date
3. Use issue_price from any non-canceled entry as the price per share
4. Filter out entries where is_canceled is true
5. Present as:

Round	Close Date	Price/Share	Investors	Shares Issued	Cash Raised
Series Seed Preferred	2013-06-30	$0.27	5	1,422,435	$383,380
Series A Preferred	2013-11-15	$0.44	8	3,697,191	$1,645,250

6. After the table, render an ASCII bar chart of cash raised per round (chronological order). Scale bars to max width 40 chars. Exclude rounds with zero cash raised (e.g. option grants).

Cash Raised by Round

Series Seed Preferred  ████                                     $383K
Series A Preferred     ████████████████                         $1.6M
Series B Preferred     ████████████████████████████████████████ $3.7M

Each bar width = (cash_raised / max_cash_raised) * 40, rounded to nearest integer. Format large numbers as $XM or $XK for readability.

Option 2: Quick Summary (from cap table)

fetch("cap_table:get:cap_table_by_share_class", {"corporation_id": corporation_id})

Each preferred share class represents a round. Faster but less detail: no individual investors, no issue dates, no price per share.