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

carta-round-history

Retrieve financing round history from the Carta cap table API.

12|16|Updated Mar 26, 2026
Search Tags:#cap table#financing rounds#carta#investor participation#cash raised#share price#funding history
One-click install
npx skills add https://github.com/carta/plugins --skill carta-round-history
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-round-history
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-round-history
Command: npx skills add https://github.com/carta/plugins --skill carta-round-history

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manually pulling together a company's full financing history from cap table exports is slow and error-prone, especially when you need round-specific details like total cash raised, share issue prices, and every participating investor.

Core Features & Use Cases

  • Direct Carta Data Access: Pulls official, up-to-date financing round data directly from Carta's API, no manual exports or data entry required.
  • Flexible Detail Levels: Supports quick summary views (total number of rounds, cumulative cash raised, high-level round breakdown) and detailed per-round views with investor names, issue dates, and share prices.
  • Use Case: When preparing a board update on the company's fundraising progress, use this skill to instantly pull the full round history, total capital raised to date, and investor participation for each round without spending hours formatting raw cap table data.

Quick Start

Use the carta-round-history skill to retrieve the full financing round history for your company, including cash raised, share prices, and participating investors per round.

Frequently Asked Questions about carta-round-history

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

FAQPage Schema
How do I pull financing round history and total cash raised directly from a Carta cap table?▼

You can pull financing round history directly from a Carta cap table by using a valid corporation_id to query the API, retrieving total cash raised, share issue prices, and chronological timelines without manual exports.

Does retrieving funding round details from Carta automatically exclude canceled securities?▼

Yes, retrieving funding round details from Carta automatically aggregates results to exclude canceled securities and prevent double-counting of converted instruments for accurate cap table reporting.

Can I get both a quick summary and detailed per-round investor participation from Carta?▼

Yes, you can get both a quick summary and detailed per-round investor participation from Carta, switching between high-level round breakdowns and full details with investor names, issue dates, and share prices.

What do I need to query Carta cap table data for a chronological financing timeline?▼

To query Carta cap table data for a chronological financing timeline, you need a valid corporation_id to access the API and retrieve round-specific details like total cash raised and share issue prices.

What is the best way to compile company funding history without manually formatting raw cap table data?▼

The best way to compile company funding history without manual formatting is to automate data retrieval directly from the Carta API, eliminating manual effort and errors associated with raw cap table exports.

Related Skills

Explore More Finance & Accounting Skills→
cartacarta
12

carta-conversion-calculator

Calculate SAFE and convertible note conversions using Carta cap table data.

Official
Intermediate
LerianStudioLerianStudio
205

financial-analysis

Analyze financial statements with ratio, trend, and variance analysis.

Official
Advanced
cartacarta
12

search-investors

Retrieve targeted investor records from the Carta CRM platform via API.

Official
Intermediate
luisschmitzheadlineluisschmitzheadline
23

investor-management

Manage investor lists and cap table notes across CRM and spreadsheet workflows.

Community
Intermediate