carta-cap-table

The equity stack: cap table, 409A history, conversions, exit waterfall.

Score 0(?)VerifiedCodeby CartaSource
Verified for:

Install

$ /plugin marketplace add carta/plugins

/plugin install carta-cap-table@carta-plugins. Requires a Carta account. Sibling plugins carta-investors and carta-crm live in the same repo.

Best for

Founders and finance leads modelling dilution, a new round, or an exit scenario against their real Carta data.

Not ideal for

Companies not on Carta, and anything cash-side — this is the equity ledger, not the bank ledger.

About this skill

Use when questions concern equity rather than cash — 22 skills for querying cap tables, grants and vesting, SAFEs and conversions, 409A valuation history, funding-round history, exit-waterfall scenarios, compensation benchmarks, and Excel reporting.

CartaCap TableEquity

Score breakdown

Score breakdown

rubric 1.0
Install count
0/20
Provenance
12.8/15
GitHub stars
3.2/15
Recency
10/10
Compatibility
2/10
Documentation depth
8/10
Install ergonomics
7/10
License
5/5
Verification freshness
0.5/5

Composite 0–100 score derived from 9 verifiable signals. See the rubric →

Excel spreadsheets with real formulas, charts, and formatting — not flat CSV exports.

ExcelFormulasCharts
All surfaces
Low1 min

Web scraping, search, and browser automation built to be agent-friendly.

ScrapingSearchWeb
All surfaces
Low3 min

Web search + 36 authoritative data sources. SEC, PubMed, ChEMBL, FRED — agent-grade research.

SearchSECPubMed
All surfaces
Low3 min

Ranked #15 in Data & Analytics

Publish the ranking in your README. The badge reads the live score, so it updates when the ranking does.

carta-cap-table — ranked #15 in Data & Analytics on Top Agent Skills
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Skill FAQ

About carta-cap-table

What is the carta-cap-table skill?

Use when questions concern equity rather than cash — 22 skills for querying cap tables, grants and vesting, SAFEs and conversions, 409A valuation history, funding-round history, exit-waterfall scenarios, compensation benchmarks, and Excel reporting.

Which agents does carta-cap-table work with?

Claude Code.

How do I install carta-cap-table?

Run `/plugin marketplace add carta/plugins` for Claude Code. See the install panel for per-agent commands.

Is carta-cap-table free to use?

Yes — carta-cap-table is open source (Apache-2.0).

Who maintains carta-cap-table?

carta-cap-table is published by Carta and was last updated on 2026-09-02.

What is carta-cap-table best for?

Founders and finance leads modelling dilution, a new round, or an exit scenario against their real Carta data.