carta-cap-table

Plugin carta-cap-table from marketplace knowledge-work-plugins in anthropics/knowledge-work-plugins. Commands read from the repo's manifest — today.

Skills (23)

• carta-cap-table

  Answer quick questions about one company's cap table, like who owns what. Holds Carta's rules for every cap table answer, and the commands for a single fact or a short answer: one stakeholder, the largest grants or holders, totals of grants, certificates, RSUs, SARs, CBUs, SAFEs, convertible notes o

• carta-captable-home-build

  Build or open a live dashboard for one company's cap table, 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 build, rebuild, deploy or set up Carta Home for a named company

• carta-compensation-app

  Open an interactive pay dashboard you can filter and explore, in Claude Code only. Serves one corporation's Carta Total Compensation (CTC) data as a live React console on localhost, with job area filters, peer groups and the scorecard. Use it when the ask is to run an app, launch a console, build an

• carta-compensation-benchmarks

  See market pay for a role: salary, equity and total cash. Retrieves Carta Total Compensation (CTC) market benchmarks for the 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 i

• carta-compensation-rolematcher

  Match a job title to Carta's standard job area, level and track. Classifies 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 numb

• carta-compensation-scorecard

  See how your employees' pay compares to market: the Carta Total Compensation scorecard, as a company rollup (what % of employees are below, at or above market) or a per-employee table (compa-ratio, percentile, market band). Use when the user compares their own employees' pay or equity to market or C

• carta-conversion-calculator

  Calculate how SAFEs and convertible notes convert into shares in a new round. 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 closes. Do NOT use for e

• carta-field-definitions

  Explain what a column in a Carta report means. For users already working with a specific Carta cap-table report. Trigger ONLY when the user (a) names a Carta report (e.g. "securities ledger", "cap table report", "stakeholder ownership details", "exercised and settled", "equity plan", "vesting detail

• carta-grant-vesting

  See how much one person or grant has vested, and when the rest vests. Fetches the vesting schedule for one 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

• carta-hmrc-limits

  Check how much of a UK company's EMI and CSOP allowance is left. Reports 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. - mc

• carta-issuance

  Issue shares, option grants or units to people on your 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 res

• carta-cap-table:issuance-import

  Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the prefilled rows every carta-issuance surface consumes, for certificates, option grants and profits interest units. Not invocable directly — dispatched by carta-is

• carta-manage-securities

  Edit, cancel, transfer or buy back (repurchase) an issued security, with a preview before anything changes. Covers fixing, correcting, amending, cancelling, partly cancelling, uncancelling or undoing the termination of a certificate, option grant, SAFE, note, RSU, RSA, SAR, CBU, PIU or warrant; tran

• carta-market-benchmarks

  Compare deal terms across your own portfolio companies, like SAFE caps and pool sizes. Computes portfolio benchmarks from the companies you can see in Carta: median, average, typical and range. Returns aggregate numbers and percentiles, not raw per-company listings. Use when asked what's typical for

• carta-portfolio-alerts

  Flag what needs attention across your portfolio, like expiring 409As. Finds items across portfolio companies 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. Use when asked what needs attention today

• carta-register-of-allotments

  See a UK company's share allotments and SH01 filing status. This is the UK statutory Register of Allotments: each share allotment with its holder, share class, quantity, price and allotment date. Read-only. Use when asked to show the register of allotments, the allotment register, what shares have b

• carta-reporting-excel

  Internal step of carta-reporting: saves a report as an Excel file. 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

• carta-reporting-markdown

  Internal step of carta-reporting: walks you through shaping a report. Drives the full MARKDOWN-mode interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting

• carta-reporting

  Build a custom cap table report as a table, Excel file or interactive page. Covers filtered, sorted or multi-column tables of grants, vesting schedules of all grants ("show me vesting schedules" with no person named), stakeholders, securities, SAFEs, convertible notes, preferred holders, liquidation

• carta-round-history

  See every priced funding round a company raised: date, price, amount and investors. Lists each financing 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. Use whe

• carta-start

  Get started: see what Claude can do with your cap table. Use when the user says "get started", "what can you do with Carta", "what can Claude do with my cap table", "what can I do with my cap table in Carta", "what data can I access in Carta", "what can I do as an admin", or "show me what you can do

• carta-valuation-history

  See a company's 409A and other valuations, and when the current one expires. Covers 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-ben

• carta-witness-signatures

  Track who still needs to sign witness and spousal consent forms. Shows the status of witness and spousal-consent signature requests on option grants, RSAs and PIUs: awaiting details, awaiting signature, signed or expired. Covers one award, one company, or the user's own awards across their portfolio

Hooks (7)

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" inject-context

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" prune-session-data

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-model

• PostModelSwitch

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-model-switch

• PreToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-active-skill

• PreToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" inject-instrumentation

• UserPromptSubmit

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-slash-skill

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