<!-- carta:plugin-version --> <carta-plugin>carta-cap-table:6.96.0</carta-plugin>

<!-- Part of the official Carta AI Agent Plugin -->

Round History

Fetch the company's financing history, one row per share class, and present it as a round-by-round table.

When to Use

• "Show me the funding history"
• "What rounds has this company raised?"
• "How much capital was raised in the Series A?"
• "List all financing rounds"
• "Who invested in each round?"
• "What was the price per share for the seed?"

Prerequisites

You need the corporation_id. Get it from list_accounts if you don't have it.

Data Retrieval

read_tool({"name": "cap_table__list__financing_history", "arguments": {"corporation_id": corporation_id}})

This tool takes only corporation_id — there is no detail, ordering, or paging argument. It returns every share class in one call, already aggregated and sorted by closing_date, with the same totals as the in-app "Financing History" tab.

Key Fields

Each entry in share_class_financings[]:

• name: share class, i.e. the round (e.g. "Series A Preferred")
• closing_date: when the round closed
• original_issue_price: price per share
• shares_issued: shares issued in the round
• cash_raised_by_currency: {currency: amount} — {} when the class raised no cash (e.g. common stock)
• post_money: post-money valuation
• fully_diluted: fully diluted shares after the round
• currency: the share class's currency

Top level: total_cash_raised_by_currency — the per-currency totals across all rows.

Any numeric field can be null, meaning Carta has no value for it. null is not 0 — show it as "—", never as $0.

Response Format

{
  "share_class_financings": [
    {
      "name": "Series Seed Preferred",
      "closing_date": "2013-06-30",
      "original_issue_price": 0.265,
      "cash_raised_by_currency": {"USD": 383379.57},
      "shares_issued": 1602438.0,
      "post_money": 4000000.0,
      "fully_diluted": 15094339.0,
      "currency": "USD"
    }
  ],
  "total_cash_raised_by_currency": {"USD": 383379.57}
}

Workflow

Step 1 — Fetch Financing History

Call cap_table__list__financing_history once. It answers overview, per-round cash, price per share, and post-money questions on its own.

Step 2 — Investors in a Round (only when asked)

cap_table__list__financing_history has no investor names. For "who invested in the Series A?" or "list investors by round", read the share certificates and keep the ones whose share_class_name matches the round's name:

read_tool({"name": "cap_table__list__certificates", "arguments": {"corporation_id": corporation_id, "ordering": "-quantity", "page_size": 25, "page": 1}})

• Each row carries name (holder), quantity, share_class_name, issue_date, and status_explanation. Group matching rows by holder and sum quantity.
• Fetch successive pages until you have total rows, at most 10 pages. If the sweep is still incomplete at 10 pages, show what you have, say the list is partial, and point the user to the round's page in Carta.
• Certificates carry no cash paid. Report each investor's shares only. Do not multiply shares by the issue price to produce a per-investor dollar amount — say that per-investor cash isn't available here.

Gates

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 (grouping certificates by holder is mechanical, not modeled output).

Presentation

Format: Table + ASCII bar chart

BLUF lead: Lead with the number of rounds that raised cash and the total raised, from total_cash_raised_by_currency.

Sort order: By closing_date ascending (the order the tool returns).

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

Currency: Label every amount with its own currency. When total_cash_raised_by_currency has more than one key, show one total per currency — never add amounts across currencies, and never assume USD.

Round	Close Date	Price/Share	Shares Issued	Cash Raised	Post-Money
Series Seed Preferred	Jun 30, 2013	$0.27	1,602,438	$383,380	$4.0M
Series A Preferred	Nov 15, 2013	$0.44	3,697,191	$1,645,250	$12.0M

After the table, render an ASCII bar chart of cash raised per round (chronological order). Scale bars to max width 40 chars. Leave out rows whose cash_raised_by_currency is empty (e.g. common stock). If the company raised in more than one currency, draw one chart per currency.

Cash Raised by Round

Series Seed Preferred  ████                                     $383K
Series A Preferred     ████████████████                         $1.6M
Series B Preferred     ████████████████████████████████████████ $3.7M

Each bar width = (cash_raised / max_cash_raised) * 40, rounded to nearest integer. Format large numbers as $XM or $XK for readability.

Error Handling

Situation	What to do
share_class_financings is empty	Say the company has no financing history recorded in Carta. Do not call other tools looking for rounds.
403 / access denied	Say the user's role can't see this company's financing history. Do not retry.

Caveats

• Rows are per share class. A round that issued more than one class (e.g. Series A and Series A-1) appears as separate rows — present them as Carta reports them.
• SAFEs and convertible notes are not share classes and do not appear here until they convert; for those, prefer the matching instrument-list skill.