Equity Value by Stakeholder

What I did: The cap table report shows who owns what. The 409A report shows the FMV. Carta doesn't natively give you a single table that multiplies them together. This prompt produces a unified view that a CFO or attorney would otherwise build manually in Excel by VLOOKUPing two exports

The prompt I used:

For [Company Name], show me each stakeholder's current share count and ownership percentage alongside the current 409A FMV per share. Calculate the approximate equity value for each holder. Export this as an Excel file.