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carta-grant-vesting

Official

Fetch single grant vesting schedules instantly.

Finance & Accounting#options#cap table#RSU#vesting schedule#carta#equity grants#vesting progress
Authorcarta
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: carta-grant-vesting
Download link: https://github.com/carta/plugins/archive/main.zip#carta-grant-vesting

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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