Outstanding SAFEs and convertible notes

What I did: Preparing to price a Series A and needed to know exactly what was sitting in the pre-money stack before the term sheet went out.

The prompt I used:

List all outstanding SAFEs and convertible notes for [Company Name]. For each instrument, show the investor, principal amount, discount rate, valuation cap, and current accrued interest.

How it works: Returns every outstanding convertible instrument with its key economic terms. Accrued interest is calculated based on the note terms stored in Carta — so you don’t have to do that math manually. Essential reading before any priced round.

Result: A complete pre-money conversion table with the full picture of outstanding instruments — caps, discounts, and accrued interest all in one place.