Skill

valuation-history

Fetch 409A valuation history for a company. Use when asked about 409A valuations, FMV, exercise prices, or valuation expiration dates.

npx claudepluginhub carta/plugins --plugin carta-cap-table

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Fetch 409A fair market value (FMV) history for a company.

SKILL.md

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Last CommitMar 27, 2026

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409A Valuation History

Fetch 409A fair market value (FMV) history for a company.

Prerequisites

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

Data Fetching

fetch("cap_table:get:409a_valuations", {"corporation_id": corporation_id})

Optional params:

share_class_id: filter to a specific share class
report_id: filter to a specific valuation report

Key Fields

effective_date: date the 409A valuation became effective
expiration_date: date the valuation expires (typically 1 year after effective)
stale_date: date after which the valuation is considered stale (if applicable)
price: FMV per share as a string (e.g. "12.610000000000")
name: share class name (e.g. "Common")
common: true if this is the common stock FMV
report_id: ID of the 409A report
share_class_id: ID of the share class

Response Format

JSON array of FMV records:

[
  {
    "id": 484,
    "effective_date": "04/25/2024",
    "expiration_date": "04/24/2025",
    "stale_date": null,
    "price": "12.610000000000",
    "report_id": 472,
    "share_class_id": 9,
    "name": "Common",
    "common": true,
    "corporation_id": 7
  }
]

How to Present

Sort by effective_date descending (most recent first)
The most recent entry is the current 409A — highlight it
Format price as currency (e.g. "$12.61/share"), trimming trailing zeros
Check if expiration_date is within 90 days of today — flag as a time-sensitive action item, not just a data point: bold it, call out the exact days remaining, and recommend initiating renewal immediately (especially if a financing round is in progress, as closing will likely push past the expiry date)
Check if expiration_date is in the past — flag as "expired"
For history, show a table:

Effective	Expires	FMV/Share	Share Class	Status
04/25/2024	04/24/2025	$12.61	Common	Current
03/31/2023	04/24/2024	$10.33	Common	Expired

Do not render a bar chart for FMV history — values in mature companies cluster near the maximum, making bars uninformative (all bars look the same width). The table is sufficient. Instead, after the table, add a one-line trend summary:

FMV has grown Nx since YYYY, with [acceleration/steady growth] since [year].
If multiple share classes exist, group by share class name in the table.