Carta + Claude
Issuance
The Issuance skill accepts any input format to extract equity terms and writes issuances directly to the cap table.
Key takeaways
- Hand it a spreadsheet, board consent, email, or screenshot—any format.
- Issue certificates, option grants, or PIUs to one holder or hundreds.
- Confirm the summary and issuances write directly to Carta's cap table.
Transcript
This is the issuance skill inside Carta's cap table plug in for Claude. Equity events across Portcos rarely come in one format, and they never go to just one person. Everything needed to be done by hand. Hand the issuance skill whatever you have, a spreadsheet, a board consent, an email, or a screenshot.
Carta extracts holder names, share counts, share classes, and vesting terms, and maps them into Carta's issuance fields, issue certificates, option grants, or PIUs, one holder or a 101 portco or 10. Describe the batch once, and the skill prepares every issuance entity by entity. A clean summary for review. Confirm, and the issuances write directly to Carta's cap table.
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