carta-valuation-history
OfficialInstantly access 409A valuation history and current FMV.
Finance & Accounting#cap table#fair market value#carta#valuation history#option grants#409a valuation#exercise price
Authorcarta
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
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-valuation-history Download link: https://github.com/carta/plugins/archive/main.zip#carta-valuation-history Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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