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carta-valuation-history

Fetch historical and current 409A FMV data from the Carta cap table API.

12|16|Updated Mar 26, 2026
Search Tags:#cap table#fair market value#carta#valuation history#option grants#409a valuation#exercise price
One-click install
npx skills add https://github.com/carta/plugins --skill carta-valuation-history
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-valuation-history
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-valuation-history
Command: npx skills add https://github.com/carta/plugins --skill carta-valuation-history

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manually tracking 409A valuation records, expiration dates, and fair market value (FMV) changes for company common stock is time-consuming and prone to errors for finance and cap table administration teams.

Core Features & Use Cases

  • Full 409A History Retrieval: Pull complete historical 409A FMV records for a company, including effective dates, expiration dates, and per-share prices filtered by share class or report ID.
  • Current Valuation & Expiration Tracking: Instantly identify the active 409A valuation, flag expiring valuations (within 90 days of expiration) as time-sensitive action items, and mark expired valuations as invalid for new option grants.
  • Use Case: A finance administrator preparing for an upcoming option grant round can use this skill to confirm the current valid FMV, pull historical FMV trends, and flag any 409A valuations that need renewal before a pending financing round closes.

Quick Start

Use the carta-valuation-history skill to fetch the current 409A fair market value and full valuation history for your company, including expiration dates and share class-specific FMV details.

Frequently Asked Questions about carta-valuation-history

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

FAQPage Schema
How do I retrieve historical 409A fair market value records for my company cap table?▼

To retrieve historical 409A fair market value records, query the Carta cap table API using a valid corporation_id. This fetches complete 409A valuation history, including effective dates, expiration dates, and per-share prices filtered by share class.

How can I check if my current 409A valuation is expired or expiring soon?▼

You can check 409A valuation expiration status by retrieving current valuation records via the Carta API. The results flag valuations expiring within 90 days as time-sensitive action items and mark expired valuations as invalid for new option grants.

What do I need to pull current FMV and option grant exercise prices from Carta?▼

To pull current fair market value and exercise prices from Carta, you need a valid corporation_id to authenticate the cap table API query. This retrieves active 409A records, share class-specific FMV details, and expiration status flags.

When do I need to refresh my 409A valuation before a pending financing round?▼

You need to refresh a 409A valuation before a financing round if the current fair market value record is flagged as expiring within 90 days. Retrieving your valuation history identifies time-sensitive action items requiring renewal before issuing new option grants.

Can I filter 409A valuation history by specific share classes or report IDs?▼

Yes, you can filter 409A valuation history by share class or report ID when querying the Carta cap table API. This retrieves targeted per-share prices, effective dates, and share class-specific fair market value details for your cap table administration.

Why does an expired 409A valuation affect my ability to issue new option grants?▼

An expired 409A valuation affects new option grants because the previous fair market value is no longer valid for setting exercise prices. Retrieving valuation history marks expired records as invalid, ensuring you use a current FMV to comply with tax regulations.

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