Carta Cap Table
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
Skills (21)
Claude uses these on its own when your request matches.
- carta-captable-home-buildBuild or rebuild the Carta Home live artifact for one Carta cap-table company — a dashboard page published as "Carta Home - {company}". Use when the user asks to "build cap table home", "rebuild cap table home", "deploy cap table home", "set up cap table home", or asks to…
- carta-compensation-appServes a live, clickable CTC console — builds one corporation's Carta Total Compensation data into a React app on localhost, where you filter by job area, compare peer groups and explore the scorecard yourself. CLAUDE CODE ONLY; it serves a local web app. Use it when the ask is…
- carta-compensation-benchmarksRetrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role. Output to chat or CSV. Market benchmarks are triggered by queries like: "sales benchmarks", "comp benchmarks", "market rate", "what does a [role] pay", "put benchmarks in a CSV", "get…
- carta-compensation-rolematcherClassify a job title or description into the CTC taxonomy (job area, focus, level, track). Use when the user wants to know how a role is categorized or mapped to the taxonomy structure — not to fetch salary, equity, or benchmark numbers. Do NOT use when the user is asking for…
- carta-compensation-scorecardCarta Total Compensation scorecard — shows how a corporation's employees compare to market. Two lenses: corporation-level rollup (band distribution — what % of employees are below / at / above market) and per-employee scorecard (each employee's compa-ratio + percentile + market…
- carta-conversion-calculatorCalculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in a priced round, or what happens to outstanding SAFEs and notes when a new round…
- carta-discover-commandsMETA-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available. NEVER use this skill for any request that names a cap-table topic (stakeholders, grants, vesting, SAFEs, notes, valuations, ownership, waterfall,…
- carta-grant-vestingFetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level /…
- carta-hmrc-limitsReport a UK company's HMRC EMI/CSOP limit usage. Use when asked how much EMI allowance is left, whether the company is near the £6m EMI limit, who is close to or over their £250k individual limit, CSOP headroom, or whether a planned grant fits.
- carta-interaction-reference-coreThe non-negotiable half of Carta's AI agent interaction rules — financial precision, data provenance, the AI-computation gate, how to confirm, and trust & safety. Loaded ONCE per conversation, before any response that presents or writes Carta financial data. Sufficient on its…
- carta-interaction-referenceCarta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders,…
- carta-issuanceIssue securities on a Carta cap table. Use when the user asks to issue certificates, stock certificates, option grants (ISO, NSO, EMI, CSOP, Unapproved, Startup Concessions, Non-Concessional, ZEPO), profits interest units (PIUs), to draft shares, grants or units, or to resume…
- carta-market-benchmarksComputed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.
- carta-portfolio-alertsTime-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.
- carta-reporting-excelInternal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel…
- carta-reporting-markdownInternal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude…
- carta-reportingDefault skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation…
- carta-round-historyFinancing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.
- carta-valuation-historyFetch a company's valuation history and current fair market value (FMV) — 409A, EMI, CSOP or share price. Use for questions about valuations, FMV, exercise prices, or expiry. Not for cross-portfolio comparisons — prefer a portfolio-benchmarks skill.
- carta-waterfall-scenariosExit, sale, acquisition, and liquidation payouts for a company — answers how much money each holder walks away with at a given sale price, return multiples on holdings, and how proceeds distribute across share classes. Computes dollar amounts at modeled valuations, not abstract…
- carta-witness-signaturesStatus of witness and spousal-consent signature requests on option grants, RSAs, PIUs — who still needs to sign, and what's awaiting signature, signed, or expired. Covers one award, one company, or a whole portfolio. Read-only.
Also adds hooks that run automatically at set points in a session.
Install
Run in your terminal
claude plugin install carta-cap-table@claude-plugins-officialClaude Code already includes the claude-plugins-official marketplace, so this installs directly. Start a new Claude Code session to use it.
Already in a Claude Code session?
Install
/plugin install carta-cap-table@claude-plugins-officialPublished in Anthropic's claude-plugins-official marketplace (anthropics/claude-plugins-official).
Related plugins
- 1CCode ReviewAutomated code review for pull requests using multiple specialized agents with confidence-based scoring to filter false positives439kmarketplace installs
- 2CCode SimplifierAgent that simplifies and refines code for clarity, consistency, and maintainability while preserving functionality. Focuses on recently modified code.347kmarketplace installs
- 3GGitHubOfficial GitHub MCP server for repository management. Create issues, manage pull requests, review code, search repositories, and interact with GitHub's full API directly from Claude Code.319kmarketplace installs
- 4CCLAUDE.md ManagementTools to maintain and improve CLAUDE.md files - audit quality, capture session learnings, and keep project memory current.287kmarketplace installs
- 5CClaude Code SetupAnalyze codebases and recommend tailored Claude Code automations such as hooks, skills, MCP servers, and subagents.195kmarketplace installs
- 6CCommit CommandsCommands for git commit workflows including commit, push, and PR creation171kmarketplace installs