Fully-diluted ownership as of a specific date

What I did: Needed a fully diluted ownership table for our board presentation, including all SAFEs and convertibles on an as-converted basis.

The prompt I used:

Show me the fully diluted ownership table for [Company Name] as of [date]. Include common shares, preferred shares, outstanding options, warrants, and SAFEs or convertible notes on an as-converted basis.

How it works: The phrase “as-converted basis” is the key — it tells Carta to include SAFEs and convertible notes in the diluted count by converting them at their cap or discount. Without that phrase, they're often excluded. Specifying a date means you can run this for any historical point in time, not just today.

Result: The full diluted table I needed for the board deck, with every instrument included and ownership percentages calculated. What used to take a manual export and Excel work took about 30 seconds.