carta-portfolio-alerts

You can identify portfolio risks by running an automated health check that scans up to 20 companies for expiring 409A valuations, low option pools, and maturing convertible notes. The tool retrieves cap table and SAFE data in parallel to surface red flags.

Auditing venture capital portfolio health is best done by scanning all companies for high unconverted SAFE exposure and option pools below the 2% critical threshold. This process classifies findings by severity to highlight urgent dilution risks.

You can scan up to 20 portfolio companies for cap table risks and expiring valuations in a single run. The tool executes parallel data retrieval to efficiently pull summary-level data for each company.

Yes, you need access to the Carta MCP server tools to check for low option pools and maturing convertible notes. The server provides the summary-level cap table and SAFE data required to detect threshold-bounded risks.

Portfolio red flags like expiring 409As are prioritized by classifying findings into critical, warning, or info severity levels. This ranking is based on industry-standard thresholds to help you focus on the most urgent items first.

When running a portfolio health audit, you can detect time-bounded risks including 409A valuations expiring within 90 days and maturing convertible notes. The audit also identifies threshold-bounded risks like low option pools and high SAFE exposure.