Carta cap table

Skills

21 in the Claude listing

• carta-cap-table:issuance-importInternal file-ingest sub-skill for carta-issuance.
• 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}".
• 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
• Carta compensation benchmarksRetrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role.
• Carta compensation rolematcherClassify a job title or description into the CTC taxonomy (job area, focus, level, track).
• Carta compensation scorecardCarta Total Compensation scorecard — shows how a corporation's employees compare to market.
• Carta conversion calculatorCalculate SAFE and convertible note conversion into equity at a financing close.
• Carta discover commandsMETA-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available.
• Carta grant vestingFetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs.
• Carta hmrc limitsReport a UK company's HMRC EMI/CSOP limit usage.
• Carta interaction referenceCarta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response.
• 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.
• Carta issuanceIssue securities on a Carta cap table.
• Carta market benchmarksComputed statistics across portfolio companies — median, average, typical, range — used as market benchmarks.
• 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.
• 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.
• Carta reporting excelInternal subskill for carta-reporting.
• Carta reporting markdownInternal subskill for carta-reporting.
• 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.
• Carta valuation historyFetch a company's valuation history and current fair market value (FMV) — 409A, EMI, CSOP or share price.
• 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.