Cap Table Endpoints

Shareholdings, securities, option plans, holdings, valuations, vesting schedules, and cap table exports

Source: equa-server/modules/api/src/endpoints/captable-endpoints.ts

Cap Table Endpoints

Endpoints for managing an organization’s capitalization table including shareholdings, securities, option plans, pools, holdings, legends, valuations, vesting schedules, and certificates.

All cap table endpoints require authentication. Most require RBAC permissions scoped to the organization.

Shareholdings

Create Shareholding

POST /v1/organization/:organization/shareholding

Field	Value
Auth	Required
Permission	canEditCapTable

Create a new shareholding. Automatically updates the Chargify shareholder count.

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Transfer Shares

POST /v1/organization/:organization/shareholding/transfer

Field	Value
Auth	Required
Permission	canEditCapTable

Transfer shares between members. Updates the Chargify shareholder count.

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List Shareholdings

GET /v1/organization/:organization/shareholding

Field	Value
Auth	Required
Permission	canViewCapitalizationOrSelf

List all shareholdings for an organization. Users with canViewCapitalizationOrSelf see their own holdings; users with full cap table access see all.

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Get Shareholding

GET /v1/shareholding/:holding

Field	Value
Auth	Required
Permission	canViewHolding

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Edit Shareholding

PATCH /v1/shareholding/:holding

Field	Value
Auth	Required
Permission	canEditHolding

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Replace Shareholding

PUT /v1/shareholding/:holding

Field	Value
Auth	Required
Permission	canEditHolding

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Void Shareholding

DELETE /v1/shareholding/:holding

Field	Value
Auth	Required
Permission	canEditHolding

Void (soft delete) a shareholding. Updates the Chargify shareholder count.

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Get Shareholding Config

GET /v1/organization/:organization/shareholding/config

Field	Value
Auth	Required
Permission	canViewCapTable

Get shareholding configuration (operating agreement settings).

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Get Shareholding Certificate

GET /v1/shareholding/:holding/certificate

Field	Value
Auth	Required
Permission	canViewHolding

Generate and download a share certificate PDF.

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Get Certificate Copy

GET /v1/shareholding/:holding/certificate/copy

Field	Value
Auth	Required
Permission	canViewHolding

Generate a copy of the share certificate.

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Securities

Create Security

POST /v1/organization/:organization/security

Field	Value
Auth	Required
Permission	canEditCapTable

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Update Security

PUT /v1/organization/:organization/security/:security

Field	Value
Auth	Required
Permission	canEditCapTable

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List Securities

GET /v1/organization/:organization/security

Field	Value
Auth	Required
Permission	canViewOrganization

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Get Security

GET /v1/organization/:organization/security/:security

Field	Value
Auth	Required
Permission	canViewOrganization

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Delete Security

DELETE /v1/organization/:organization/security/:security

Field	Value
Auth	Required
Permission	canEditCapTable

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Add Shares to Security

POST /v1/organization/:organization/security/:security/shares

Field	Value
Auth	Required
Permission	canEditCapTable

Add authorized shares to a security type.

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Legends

Create Legend

POST /v1/organization/:organization/legend

Field	Value
Auth	Required
Permission	canEditCapTable

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List Legends

GET /v1/organization/:organization/legend

Field	Value
Auth	Required
Permission	canViewCapTable

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Get Legend

GET /v1/organization/:organization/legend/:legend

Field	Value
Auth	Required
Permission	canViewCapTable

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Update Legend

PATCH /v1/organization/:organization/legend/:legend

Field	Value
Auth	Required
Permission	canEditCapTable

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Delete Legend

DELETE /v1/organization/:organization/legend/:legend

Field	Value
Auth	Required
Permission	canEditCapTable

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Get Legend Certificate

GET /v1/organization/:organization/legend/:legend/certificate

Field	Value
Auth	Required
Permission	canViewCapTable

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Option Plans

Create Plan

POST /v1/organization/:organization/plan

Field	Value
Auth	Required
Permission	canEditCapTable

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List Plans

GET /v1/organization/:organization/plan

Field	Value
Auth	Required
Permission	canViewOrganization

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Get Plan

GET /v1/plan/:plan

Field	Value
Auth	Required

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Update Plan

PUT /v1/plan/:plan

Field	Value
Auth	Required
Permission	canEditPlan

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Delete Plan

DELETE /v1/plan/:plan

Field	Value
Auth	Required
Permission	canEditPlan

Deletes a plan and updates the Chargify member count.

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Get Plan Dashboard

GET /v1/plan/:plan/dashboard

Field	Value
Auth	Required

Get dashboard summary data for an option plan.

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Pools and Options

List Pool Options

GET /v1/plan/:plan/pool/:pool/option

Field	Value
Auth	Required
Permission	canViewPool

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Get Option (Nested)

GET /v1/plan/:plan/pool/:pool/option/:option

Deprecated. Use GET /v1/option/:option instead. This endpoint will be removed in a future API version.

Field	Value
Auth	Required
Permission	canViewOptionOld

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Get Option

GET /v1/option/:option

Field	Value
Auth	Required
Permission	canViewOption

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List Organization Options

GET /v1/organization/:organization/option

Field	Value
Auth	Required
Permission	canViewOrganization

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Get Member Options

GET /v1/member/:member/options

Field	Value
Auth	Required
Permission	canViewMember

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Exercise Option

POST /v1/plan/:plan/pool/:pool/option/:option/exercise

Field	Value
Auth	Required
Permission	canEditExerciseOption

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Request Option Exercise

POST /v1/plan/:plan/pool/:pool/option/:option/exercise/request

Field	Value
Auth	Required
Permission	canEditExerciseOption

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Holdings

Create Holding

POST /v1/holding

Field	Value
Auth	Required
Permission	canEdit

Create a new holding (option grant, convertible note, SAFE, etc.). Updates the Chargify member count.

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Update Holding

PUT /v1/holding/:holding

Field	Value
Auth	Required
Permission	canEditHolding

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Patch Holding

PATCH /v1/holding/:holding

Field	Value
Auth	Required
Permission	canEditHolding

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List Holdings

GET /v1/holding

Field	Value
Auth	Required

List holdings for the authenticated user’s entities.

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Get Holding

GET /v1/holding/:holding

Field	Value
Auth	Required
Permission	canViewHolding

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Delete Holding

DELETE /v1/holding/:holding

Field	Value
Auth	Required
Permission	canEditHolding

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Repay Holding

POST /v1/holding/:holding/repay

Field	Value
Auth	Required
Permission	canEditHolding

Record a repayment against a debt holding (convertible note).

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Convert Holding

POST /v1/holding/:holding/convert

Field	Value
Auth	Required
Permission	canEditHolding

Convert a holding (e.g., SAFE or convertible note) into equity.

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Capital Changes

Create Capital Change

POST /v1/entity/:entity/capitalChange

Field	Value
Auth	Required
Permission	canEdit

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Edit Capital Contributions

PATCH /v1/entity/:entity/capitalChange

Field	Value
Auth	Required
Permission	canEdit

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Valuations

Create/Update Valuation

PUT /v1/valuation

Field	Value
Auth	Required
Permission	canEdit

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List Valuations

GET /v1/organization/:organization/valuation

Field	Value
Auth	Required
Permission	canViewCapTable

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Get Valuation

GET /v1/valuation/:valuation

Field	Value
Auth	Required
Permission	canViewValuation

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Vesting Schedules

Create Vesting Schedule

POST /v1/vestingSchedule

Field	Value
Auth	Required

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Update Vesting Schedule

PUT /v1/vestingSchedule/:vestingScheduleOld

Field	Value
Auth	Required

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Delete Vesting Schedule

DELETE /v1/plan/:plan/vestingSchedule/:vestingSchedule

Field	Value
Auth	Required

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Get Vesting Schedule

GET /v1/vestingSchedule/:vestingSchedule

Field	Value
Auth	Required

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List Vesting Schedules

GET /v1/vestingSchedule

Field	Value
Auth	Required

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Project Vesting Schedule

POST /v1/schedule/project

Field	Value
Auth	Required

Project/preview a vesting schedule calculation without saving.

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Utility

Get Blocks

GET /v1/organization/:organization/block

Field	Value
Auth	Required
Permission	canViewCapitalizationOrSelf

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Get Incentive Documents

GET /v1/incentive/documents

Field	Value
Auth	Required

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Export Cap Table

GET /v1/organization/:organization/captable

Field	Value
Auth	Required
Permission	canViewCapTable

Export the full cap table data.

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Get Cap Table Dashboard

GET /v1/captable/:organization/dashboard

Field	Value
Auth	Required
Permission	canViewOrganization

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Get Cap Table Pools

GET /v1/captable/:organization/pool

Field	Value
Auth	Required
Permission	canViewOrganization

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Get Entity Profile Portfolio

GET /v1/entity/:entity/profile

Field	Value
Auth	Required

Get portfolio view for an entity showing all holdings across organizations.

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Import CSV

GET /v1/organization/:organization/import

Field	Value
Auth	Required

Download a CSV template or previously uploaded import file.

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Multi-Query

POST /v1/query

Field	Value
Auth	Required

Execute multiple data queries in a single request for efficient dashboard loading.