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Lovie Company Formation

Get Cap Table Equity Plans

cap_table_get_cap_table_equity_plans
Read-onlyIdempotent

Returns a company's equity holdings grouped the way a founder thinks about them: founders, advisors, employees (option grants), and investors. Read-only. Founder, advisor and employee entries carry vesting progress resolved as of now — vested percentage, vested share or option count, and whether the cliff has passed. Investor entries carry the committed amount, valuation cap, discount and pipeline stage. option_pool_shares is the unallocated pool nobody has been granted — after a priced close, the pool that close sized. Use this to answer "who holds what" or "how much of X's grant has vested" without adding up securities by hand.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesUUID value wrapper.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
advisorsNo
foundersNo
employeesNo
investorsNo
optionPoolSharesNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedOutput schema / properties / optionPoolShares
      Added value: +{
      +  "type": "string"
      +}
  2. Changed62 schema fields changed
    • addedOutput schema / properties / advisors / items / properties / cliffDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / advisors / items / properties / cliffDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / advisors / items / properties / cliffDate / type
      Removed value: -"string"
    • addedOutput schema / properties / advisors / items / properties / endDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / advisors / items / properties / endDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / advisors / items / properties / endDate / type
      Removed value: -"string"
    • addedOutput schema / properties / advisors / items / properties / id / anyOf
      Added value: +[
      +  {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / advisors / items / properties / id / description
      Removed value: -"UUID value wrapper."
    • removedOutput schema / properties / advisors / items / properties / id / properties
      Removed value: -{
      -  "value": {
      -    "format": "uuid",
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / advisors / items / properties / id / type
      Removed value: -"object"
    • addedOutput schema / properties / advisors / items / properties / name / anyOf
      Added value: +[
      +  {
      +    "description": "Human-readable name (1-255 Unicode chars).",
      +    "properties": {
      +      "value": {
      +        "maxLength": 255,
      +        "minLength": 1,
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / advisors / items / properties / name / description
      Removed value: -"Human-readable name (1-255 Unicode chars)."
    • removedOutput schema / properties / advisors / items / properties / name / properties
      Removed value: -{
      -  "value": {
      -    "maxLength": 255,
      -    "minLength": 1,
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / advisors / items / properties / name / type
      Removed value: -"object"
    • addedOutput schema / properties / advisors / items / properties / startDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / advisors / items / properties / startDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / advisors / items / properties / startDate / type
      Removed value: -"string"
    • addedOutput schema / properties / employees / items / properties / cliffDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / employees / items / properties / cliffDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / employees / items / properties / cliffDate / type
      Removed value: -"string"
    • addedOutput schema / properties / employees / items / properties / endDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / employees / items / properties / endDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / employees / items / properties / endDate / type
      Removed value: -"string"
    • addedOutput schema / properties / employees / items / properties / id / anyOf
      Added value: +[
      +  {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / employees / items / properties / id / description
      Removed value: -"UUID value wrapper."
    • removedOutput schema / properties / employees / items / properties / id / properties
      Removed value: -{
      -  "value": {
      -    "format": "uuid",
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / employees / items / properties / id / type
      Removed value: -"object"
    • addedOutput schema / properties / employees / items / properties / name / anyOf
      Added value: +[
      +  {
      +    "description": "Human-readable name (1-255 Unicode chars).",
      +    "properties": {
      +      "value": {
      +        "maxLength": 255,
      +        "minLength": 1,
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / employees / items / properties / name / description
      Removed value: -"Human-readable name (1-255 Unicode chars)."
    • removedOutput schema / properties / employees / items / properties / name / properties
      Removed value: -{
      -  "value": {
      -    "maxLength": 255,
      -    "minLength": 1,
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / employees / items / properties / name / type
      Removed value: -"object"
    • addedOutput schema / properties / employees / items / properties / startDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / employees / items / properties / startDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / employees / items / properties / startDate / type
      Removed value: -"string"
    • addedOutput schema / properties / founders / items / properties / cliffDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / founders / items / properties / cliffDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / founders / items / properties / cliffDate / type
      Removed value: -"string"
    • addedOutput schema / properties / founders / items / properties / endDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / founders / items / properties / endDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / founders / items / properties / endDate / type
      Removed value: -"string"
    • addedOutput schema / properties / founders / items / properties / grantDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / founders / items / properties / grantDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / founders / items / properties / grantDate / type
      Removed value: -"string"
    • addedOutput schema / properties / founders / items / properties / id / anyOf
      Added value: +[
      +  {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / founders / items / properties / id / description
      Removed value: -"UUID value wrapper."
    • removedOutput schema / properties / founders / items / properties / id / properties
      Removed value: -{
      -  "value": {
      -    "format": "uuid",
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / founders / items / properties / id / type
      Removed value: -"object"
    • addedOutput schema / properties / founders / items / properties / name / anyOf
      Added value: +[
      +  {
      +    "description": "Human-readable name (1-255 Unicode chars).",
      +    "properties": {
      +      "value": {
      +        "maxLength": 255,
      +        "minLength": 1,
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / founders / items / properties / name / description
      Removed value: -"Human-readable name (1-255 Unicode chars)."
    • removedOutput schema / properties / founders / items / properties / name / properties
      Removed value: -{
      -  "value": {
      -    "maxLength": 255,
      -    "minLength": 1,
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / founders / items / properties / name / type
      Removed value: -"object"
    • addedOutput schema / properties / founders / items / properties / startDate / anyOf
      Added value: +[
      +  {
      +    "format": "date-time",
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / founders / items / properties / startDate / format
      Removed value: -"date-time"
    • removedOutput schema / properties / founders / items / properties / startDate / type
      Removed value: -"string"
    • addedOutput schema / properties / investors / items / properties / id / anyOf
      Added value: +[
      +  {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / investors / items / properties / id / description
      Removed value: -"UUID value wrapper."
    • removedOutput schema / properties / investors / items / properties / id / properties
      Removed value: -{
      -  "value": {
      -    "format": "uuid",
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / investors / items / properties / id / type
      Removed value: -"object"
    • addedOutput schema / properties / investors / items / properties / name / anyOf
      Added value: +[
      +  {
      +    "description": "Human-readable name (1-255 Unicode chars).",
      +    "properties": {
      +      "value": {
      +        "maxLength": 255,
      +        "minLength": 1,
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / investors / items / properties / name / description
      Removed value: -"Human-readable name (1-255 Unicode chars)."
    • removedOutput schema / properties / investors / items / properties / name / properties
      Removed value: -{
      -  "value": {
      -    "maxLength": 255,
      -    "minLength": 1,
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / investors / items / properties / name / type
      Removed value: -"object"
  3. First observed

TDQS

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