Fetch 409A valuation history for a company. Use when asked about 409A valuations, FMV, exercise prices, or valuation expiration dates.
Fetch 409A fair market value (FMV) history for a company.
You need the corporation_id. Get it from list_accounts if you don't have it.
fetch("cap_table:get:409a_valuations", {"corporation_id": corporation_id})
Optional params:
share_class_id: filter to a specific share classreport_id: filter to a specific valuation reportJSON array of FMV records:
[
{
"id": 484,
"effective_date": "04/25/2024",
"expiration_date": "04/24/2025",
"stale_date": null,
"price": "12.610000000000",
"report_id": 472,
"share_class_id": 9,
"name": "Common",
"common": true,
"corporation_id": 7
}
]
effective_date: date the 409A valuation became effectiveexpiration_date: date the valuation expires (typically 1 year after effective)stale_date: date after which the valuation is considered stale (if applicable)price: FMV per share as a string (e.g. "12.610000000000")name: share class name (e.g. "Common")common: true if this is the common stock FMVreport_id: ID of the 409A reportshare_class_id: ID of the share classfetch("cap_table:get:409a_valuations", {"corporation_id": corporation_id})
Sort by effective_date descending. The most recent entry is the current 409A — highlight it.
expiration_date is within 90 days of today — flag as a time-sensitive action item, not just a data point: bold it, call out the exact days remaining, and recommend initiating renewal immediately (especially if a financing round is in progress, as closing will likely push past the expiry date).expiration_date is in the past — flag as "expired".Show the history table and trend summary (see Presentation section).
Required inputs: corporation_id.
If missing, call AskUserQuestion before proceeding (see carta-interaction-reference §4.1).
AI computation: No — this skill presents Carta data directly.
Format: Table + trend summary
BLUF lead: Lead with the current FMV per share and its effective/expiration dates before showing the history table.
Sort order: By effective_date descending (most recent first).
Date format: MMM d, yyyy (e.g. "Jan 15, 2026").
Format price as currency (e.g. "$12.61/share"), trimming trailing zeros.
| Effective | Expires | FMV/Share | Share Class | Status |
|---|---|---|---|---|
| Apr 25, 2024 | Apr 24, 2025 | $12.61 | Common | Current |
| Mar 31, 2023 | Apr 24, 2024 | $10.33 | Common | Expired |
Do not render a bar chart for FMV history — values in mature companies cluster near the maximum, making bars uninformative (all bars look the same width). The table is sufficient. Instead, after the table, add a one-line trend summary:
FMV has grown Nx since YYYY, with [acceleration/steady growth] since [year].
If multiple share classes exist, group by share class name in the table.
price field is a string with many trailing zeros — always parse and format as currency before displaying.expiration_date should never be used for new grant pricing. Flag it prominently.stale_date field may be null; when present, it indicates the valuation is considered stale before its formal expiration.