skills.rest
carta
cartaOFFICIAL
Explore all skills by this author →
WebsiteGitHub

carta-grant-vesting

Fetch individual equity grant vesting schedules from Carta cap table API endpoints.

12|16|Updated Mar 26, 2026
Search Tags:#options#cap table#RSU#vesting schedule#carta#equity grants#vesting progress
One-click install
npx skills add https://github.com/carta/plugins --skill carta-grant-vesting
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-grant-vesting
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-grant-vesting
Command: npx skills add https://github.com/carta/plugins --skill carta-grant-vesting

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the tedious, error-prone manual work of looking up and calculating vesting progress for individual equity grants, saving finance teams, founders, and HR professionals hours of repetitive spreadsheet work and reducing the risk of inaccurate equity data.

Core Features & Use Cases

  • Single-Grant Vesting Lookup: Pull full, contextualized vesting schedules for individual options (ISO/NSO), RSUs, SARs, or CBU grants tied to a specific holder or grant ID.
  • Automated Risk Flagging: Automatically surfaces time-sensitive items including upcoming cliff dates, expired unexercised options, deep in-the-money grants with tax exposure, and pending RSU settlement windows.
  • Use Case: A founder preparing for a board meeting needs to check how much of their CTO's 2021 ISO grant has vested and when the next cliff hits; use this Skill to instantly pull the full schedule with clear context instead of manually parsing spreadsheets.

Quick Start

Use the carta-grant-vesting skill to pull the full vesting schedule for Jane Doe's 2022 ISO grant.

Frequently Asked Questions about carta-grant-vesting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I look up an individual equity grant vesting schedule in Carta?▼

To look up an equity grant vesting schedule, you need a valid corporation ID, grant ID, and grant type. The tool fetches complete vesting event data for options, RSUs, SARs, or CBUs tied to a specific holder.

Can I check vested and unvested share counts for a specific employee grant?▼

Yes, you can check vested and unvested share counts for a specific employee. The lookup retrieves individual equity grant details, applying guardrails to prevent cross-grant type command errors during the share count retrieval.

Does this tool support RSU settlement eligibility and cliff date tracking?▼

Yes, this tool supports RSU settlement eligibility and cliff date tracking. It automatically surfaces time-sensitive items including upcoming cliff dates, expired unexercised options, and pending RSU settlement windows for individual grants.

What do I need to retrieve vesting progress for a named grant holder?▼

You need a valid corporation ID, grant ID, and grant type to retrieve vesting progress for a named grant holder. These identifiers allow the system to pull structured vesting event data via Carta's cap table API endpoints.

Can I analyze portfolio-level aggregate vesting across multiple grants?▼

No, you cannot analyze portfolio-level aggregate vesting across multiple grants. This tool is specifically designed for single individual equity grant lookups and excludes aggregate portfolio vesting analysis.

Why does my equity grant lookup return a cross-grant type command error?▼

A cross-grant type command error occurs when the input resolution is ambiguous. The tool includes built-in guardrails to avoid these errors, requiring a specific grant type and valid grant ID to fetch the correct vesting schedule.

Related Skills

Explore More Finance & Accounting Skills→
TabithaFannyTabithaFanny

grant-proposal

Draft grant proposals with literature review and gap analysis.

Community
Advanced
cartacarta
12

carta-reporting-excel

Export Carta report data to branded Excel files with live aggregation formulas.

Official
Advanced
DojoCodingLabsDojoCodingLabs

cap-table-per-venture

Model dilution and track equity across multi-LLC venture portfolios.

Official
Advanced
DojoCodingLabsDojoCodingLabs

sweat-equity-agreement

Generate sweat equity agreements with vesting schedules and 83(b) election guidance.

Official
Advanced