• AUDIT
  • DILIGENCE
  • ANALYSIS
  • HUMAN

How to verify company valuations with your AI

Connect Carta to your AI client to pull equity data. Once connected, your agent handles the data retrieval for your audits.

Ask AI about this page

Short answer

How can I check company valuations using AI?

Your AI pulls 409A valuations, funding rounds, and convertible notes directly from Carta. You get a clear view of a company's capitalization history and current valuation status. This breakdown shows how the data is gathered.

The results you get.

Where your data lands.

Your agent organizes the information into these specific categories.

AUDIT

Compliance data

The AI pulls the latest 409A reports. You get the exact numbers needed for tax or regulatory reviews.

DILIGENCE

Funding history

Your agent gathers all past funding rounds. This builds a timeline of how the company's value changed.

ANALYSIS

Convertible tracking

The AI identifies outstanding convertible notes. You can see how these might impact the cap table.

HUMAN

Manual review

The AI provides the raw data, but you must verify the final reports. You are responsible for the legal accuracy of any filings.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and Carta.

  1. Fetch valuations

    The agent looks up the most recent 409A reports to establish fair market value.

    list_valuations

  2. Map funding

    Your AI retrieves a list of all completed equity financing rounds.

    list_funding_rounds

  3. Identify debt

    The agent scans for any active convertible instruments in the company history.

    list_convertibles

  4. Summarize data

    The AI organizes the retrieved valuation and funding data into a summary for your review.

    list_valuationslist_funding_rounds

Try it

Copy these to start.

Use these prompts to trigger the data retrieval.

Starting points

Replace the bracketed text with the specific company name you want to check.

Carta Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Carta capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "carta-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp"
    }
  }
}
Copy into chat04

  • List the most recent 409A valuations for [Company Name].

  • Show me the funding round history for [Company Name].

  • Find all convertible notes associated with [Company Name].

  • Compare the latest 409A valuation with the last funding round for [Company Name].

  • Claude
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  • Cursor
  • VS Code
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  • JetBrains
  • Cline

Start here

Connect Carta once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Carta to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change valuation numbers in Carta?

    No. The AI only has permission to read data. It cannot modify or delete any records.

  • 02

    Does the AI handle the actual filing of 409A reports?

    No. The AI retrieves existing data, but it does not perform legal filings or official submissions.

  • 03

    What happens if a company has no funding rounds listed?

    The AI will report that no funding rounds were found in the Carta data.

  • 04

    Can I use this to manage my cap table?

    No. This is a read-only connection for data retrieval, not for managing or issuing shares.

  • 05

    How does the AI know which company to look up?

    You must specify the company name in your prompt so the agent knows which entity to query.

  • More questions about Carta? The Connector page answers them. See everything the Carta Connector can do

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