From carta-cap-table
Fetch financing round history for a company. Use when asked about funding rounds, capital raised, or financing history.
npx claudepluginhub carta/plugins --plugin carta-cap-tableThis skill uses the workspace's default tool permissions.
Fetch financing history and summarize by round, or use the cap table by share class for a quick overview.
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Fetch financing history and summarize by round, or use the cap table by share class for a quick overview.
You need the corporation_id. Get it from list_accounts if you don't have it.
fetch("cap_table:get:financing_history", {"corporation_id": corporation_id})
This is the same data that powers the in-app "Financing History" tab.
round_name: name of the financing round (e.g. "Series A Preferred")issue_date: date the security was issuedcash_paid: amount paid by the investor for this securityquantity: number of shares issuedissue_price: price per sharestakeholder_name: investor namelabel: 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 aggregatesis_converted: true if the security converted (e.g. SAFE → preferred){
"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
}
]
}
round_namecash_paid, total quantity, count of investors, earliest issue_dateissue_price from any non-canceled entry as the price per shareis_canceled is true| 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 |
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.
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.