Track Real-Time Portfolio Valuations Using MCP.
Cap table pulled, public comps priced, portfolio marks updated , know what your startup investments are worth today, not last quarter
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
Here is the deal: your AI agent reads Carta for each portfolio company , last priced round valuation, share class details, your ownership percentage, any convertible notes or SAFEs outstanding, and the most recent 409A valuation.
For Acme Payments, your Carta data shows: Series A at $30M post-money, you own 4.2% on a fully diluted basis (common shares + options pool), last 409A was $8.50/share (6 months ago).
The agent then pulls public company comparables from Alpha Vantage. Acme is a fintech doing $4.2M ARR. Public fintech comps: SQ trades at 8x revenue, PYPL at 4x, AFRM at 6x.
Median public multiple: 6x. Apply a 40% private company discount (illiquidity, scale risk): effective multiple is 3.6x. Fair value estimate: $4.2M 3.6 = $15.1M.
Your 4.2% is worth approximately $634K. The agent does this for every portfolio company and builds the Google Sheet: company name, Carta valuation, comp-based fair value, your ownership, estimated value of your position, and the difference between Carta's last mark and today's estimate.
LP letter data , or your own portfolio pulse , without calling your fund admin.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Carta, Alpha Vantage and Google Sheets MCP servers so your AI agent reads your cap table data and equity positions from Carta, pulls public company comparables and market multiples from Alpha Vantage, and builds a portfolio valuation dashboard in Google Sheets. Angel investors and fund managers holding 5-20 startup positions who report to LPs or track their own IRR get a system that maintains current fair-value estimates without waiting for the annual 409A or the next priced round.
Carta
triggerReads cap tables, funding rounds, share classes, valuations and stakeholder data
get_cap_table list_funding_rounds list_valuations list_stakeholders Alpha Vantage
actionPulls public company comps for valuation multiples
get_company_overview get_quote get_earnings get_sector_performance Google Sheets
actionBuilds portfolio valuation dashboard with fair-value estimates
append_sheet_values update_sheet_values get_spreadsheet create_spreadsheet Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Carta, Alpha Vantage & Google Sheets ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Angel investors with 5-15 startup equity positions who need to estimate current portfolio value without waiting for priced rounds
Solo GPs and emerging fund managers preparing quarterly LP reports who need portfolio company marks based on current public market comparables
Founders holding equity in multiple companies (their own + angel investments) who want a single dashboard showing estimated net worth from private holdings
Fund-of-fund managers monitoring underlying GP portfolio company valuations for their own reporting and allocation decisions
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Carta, Alpha Vantage and Google Sheets. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and paste a prompt.
Is this a substitute for a formal 409A valuation?
No. This produces a working GP mark based on public market comparables. It is useful for LP reporting, portfolio monitoring, and personal net worth tracking. Formal 409A valuations require an independent appraiser and are used for tax and compliance purposes.
Does Carta share my full cap table with the agent?
The Carta MCP provides access to cap table data you have permission to view. If you are a stakeholder or fund manager with Carta access, the agent reads your data. If you are not on the cap table, the data is not accessible.
Is my portfolio data secure?
MCP servers authenticate through API keys or OAuth. Carta data is accessed through your authenticated account. Alpha Vantage provides public market data. Vinkius does not store your portfolio or cap table information.
How accurate are comp-based valuations for startups?
Comp-based valuations are estimates , not appraisals. They are directionally useful for tracking portfolio value between priced rounds. Actual exit values depend on factors (strategic premium, market timing, deal structure) that public multiples do not capture.
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MCP servers used in this workflow
Carta
Carta MCP Server gives your AI agent direct access to corporate finance data. Query cap tables, check vesting schedules, and pull 409A valuations without opening the Carta dashboard. It lets you manage equity operations and compliance data conversationally, making due diligence instant.
Alpha Vantage
Alpha Vantage connects any AI client to global financial markets. It gives you real-time quotes, historical OHLCV data (daily through intraday), technical indicators like RSI/MACD, corporate fundamentals, and crypto/forex rates—all from a single conversation.
Google Sheets
Google Sheets MCP Server lets your AI client read, write, and manage data directly in Google Sheets. Use conversational commands to pull data from specific ranges, append new rows, or structure entire spreadsheets. It acts as an analyst, letting you manipulate complex data without opening the GUI or writing formulas.