Carta Grant Vesting

Then:

fetch("cap_table:get:grant_vesting", {"corporation_id": corporation_id, "grant_id": grant_id})

Key Fields

Fields are returned in the formatted summary and vesting events table from the tool. Key context includes:

• Grant holder name and grant number
• Exercise price
• Total shares granted
• Vesting start date, cliff date, and end date
• Vested vs. unvested share counts
• Per-period vesting events with dates and quantities

Workflow

Step 1 — Identify the Grant

Call fetch("cap_table:list:grants", {"corporation_id": corporation_id, "search": "<holder name>"}). If multiple grants are returned, ask the user which one, or pick the most relevant based on context.

Step 2 — Fetch Vesting Data

Call fetch("cap_table:get:grant_vesting", {"corporation_id": corporation_id, "grant_id": grant_id}).

Step 3 — Present with Context

Lead with a one-sentence plain-English summary before showing the table (see Presentation section).

Gates

Required inputs: corporation_id, grant_id. If missing, call AskUserQuestion before proceeding (see carta-interaction-reference §4.1). If grant_id is unknown, use Step 1 of the Workflow to search by holder name.

AI computation: No — this skill presents Carta data directly.

Presentation

Format: Summary sentence + vesting events table

BLUF lead: Lead with a one-sentence plain-English summary of the vesting state before showing the table.

Sort order: By vesting date ascending (chronological).

Date format: MMM d, yyyy (e.g. "Jan 15, 2026").

Tailor the summary based on vesting state:

• Pre-cliff: how long until the cliff, how many shares vest at cliff
• Partially vested: what % has vested, what the ongoing cadence is (monthly/quarterly), when fully vested
• Fully vested: confirm and note if any shares remain unexercised

Format as the vesting events table returned by the tool, sorted by vesting date ascending (chronological).

Flag anything time-sensitive:

• Cliff date within the next 90 days
• Grant expiring soon
• Large unvested block concentrated at a future date
• Deep in-the-money grants: if the current 409A FMV is available and the spread between exercise price and FMV exceeds 10x, flag it. Note that holders face significant ordinary income (NSO) or AMT (ISO) exposure at exercise, and recommend the company consider a tender offer, early exercise program, or liquidity event planning.

Then show the formatted table from the tool.

Caveats

• The grant_id is required and must be resolved first — if the user provides a name, search grants to find the matching ID before fetching vesting data.
• Vesting schedules reflect the original grant terms; any modifications (e.g., acceleration clauses, leaves of absence) may not be captured in the data.
• The 10x in-the-money flag requires a current 409A FMV — if no valuation data is available, skip the flag rather than guessing.
• Exercised vs. unexercised status may not be reflected in the vesting schedule itself; check grant-level fields for exercise history.