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Object Types Reference
ISSUER: Company whose cap table this represents. Required fields: legal_name, formation_date, country_of_formation, initial_shares_authorized
STAKEHOLDER: Any person or entity with relationship to the issuer. Required fields: name, stakeholder_type (INDIVIDUAL or INSTITUTION)
STOCK_CLASS: Class of stock (Common, Preferred). Required fields: name, class_type, default_id_prefix, initial_shares_authorized, votes_per_share, seniority
STOCK_PLAN: Equity compensation plan. Required fields: plan_name, stock_class_id, initial_shares_reserved
VESTING_TERMS: Vesting schedule definition. Required fields: name, vesting_conditions (array of vesting milestones)
FINANCING: Groups related issuances into financing rounds
VALUATION: Company valuation at specific date
DOCUMENT: Reference to source legal document
All transactions inherit from Transaction primitive and include date field.
TX_STOCK_ISSUANCE: Issue stock to stakeholder. Required: stock_class_id, share_price, quantity, stock_legend_ids. Use for: founder shares, investor purchases, exercise of options/warrants
TX_CONVERTIBLE_ISSUANCE: Issue convertible instrument (note or SAFE). Required: convertible_type (NOTE or SAFE), investment_amount, conversion_triggers. Use for: convertible notes, SAFEs
TX_EQUITY_COMPENSATION_ISSUANCE: Issue equity compensation (stock options, RSUs). Required: stock_class_id, compensation_type, quantity. Use for: option grants, RSU grants
TX_WARRANT_ISSUANCE: Issue warrant. Required: quantity, exercise_price. Use for: warrant agreements
TX_CONVERTIBLE_CONVERSION: Convert note/SAFE to equity. Required: security_id, resulting_security_ids. Use for: qualified financing triggers, maturity conversions
TX_STOCK_CONVERSION: Convert stock to different class. Required: security_id, resulting_security_ids. Use for: voluntary conversions, automatic conversions
TX_EQUITY_COMPENSATION_EXERCISE: Exercise option/RSU. Required: security_id, resulting_security_ids. Use for: option exercises, RSU settlements
TX_WARRANT_EXERCISE: Exercise warrant. Required: security_id, resulting_security_ids
TX_STOCK_TRANSFER: Transfer shares between stakeholders. Required: security_id, quantity, resulting_security_ids. Use for: secondary sales, gifts
TX_ISSUER_AUTHORIZED_SHARES_ADJUSTMENT: Adjust total authorized shares. Required: new_shares_authorized. Use for: charter amendments
TX_STOCK_CLASS_AUTHORIZED_SHARES_ADJUSTMENT: Adjust authorized shares for stock class. Required: stock_class_id, new_shares_authorized
TX_STOCK_PLAN_POOL_ADJUSTMENT: Adjust option pool size. Required: stock_plan_id, new_shares_reserved
TX_VESTING_START: Start vesting clock. Required: security_id, vesting_condition_id. Use for: employment start date
TX_VESTING_ACCELERATION: Accelerate vesting. Required: security_id. Use for: change of control, termination without cause
TX_VESTING_EVENT: Milestone vesting event. Required: security_id, vesting_condition_id
TX_STOCK_CANCELLATION: Cancel stock. Required: security_id, quantity, reason_text
TX_STOCK_REPURCHASE: Repurchase stock. Required: security_id, quantity, price
TX_STOCK_ACCEPTANCE: Accept previously issued stock. Required: security_id