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carta-round-history

Skill

Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.

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Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-round-history

What is carta-round-history?

Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

~60 tokens of context used while enabled, before you invoke anything

All declared tools (5)
AskUserQuestionmcp__carta__call_toolmcp__carta__list_accountsmcp__carta__list_contextsmcp__carta__set_context

Documentation

README · ~4 min read
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": [":", ...], "model": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Round History

Fetch financing history and summarize by round, or use the cap table by share class for a quick overview.

When to Use

  • "Show me the funding history"
  • "What rounds has this company raised?"
  • "How much capital was raised in the Series A?"

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