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
Create a new shareholding. Automatically updates the Chargify shareholder count.
Transfer Shares
Transfer shares between members. Updates the Chargify shareholder count.
List Shareholdings
List all shareholdings for an organization. Users with
canViewCapitalizationOrSelf see their own holdings; users with full cap table access see all.
Get Shareholding
Edit Shareholding
Replace Shareholding
Void Shareholding
Void (soft delete) a shareholding. Updates the Chargify shareholder count.
Get Shareholding Config
Get shareholding configuration (operating agreement settings).
Get Shareholding Certificate
Generate and download a share certificate PDF.
Get Certificate Copy
Generate a copy of the share certificate.
Securities
Create Security
Update Security
List Securities
Get Security
Delete Security
Add Shares to Security
Add authorized shares to a security type.
Legends
Create Legend
List Legends
Get Legend
Update Legend
Delete Legend
Get Legend Certificate
Option Plans
Create Plan
List Plans
Get Plan
Update Plan
Delete Plan
Deletes a plan and updates the Chargify member count.
Get Plan Dashboard
Get dashboard summary data for an option plan.
Pools and Options
List Pool Options
Get Option (Nested)
Get Option
List Organization Options
Get Member Options
Exercise Option
Request Option Exercise
Holdings
Create Holding
Create a new holding (option grant, convertible note, SAFE, etc.). Updates the Chargify member count.
Update Holding
Patch Holding
List Holdings
List holdings for the authenticated user’s entities.
Get Holding
Delete Holding
Repay Holding
Record a repayment against a debt holding (convertible note).
Convert Holding
Convert a holding (e.g., SAFE or convertible note) into equity.
Capital Changes
Create Capital Change
Edit Capital Contributions
Valuations
Create/Update Valuation
List Valuations
Get Valuation
Vesting Schedules
Create Vesting Schedule
Update Vesting Schedule
Delete Vesting Schedule
Get Vesting Schedule
List Vesting Schedules
Project Vesting Schedule
Project/preview a vesting schedule calculation without saving.
Utility
Get Blocks
Get Incentive Documents
Export Cap Table
Export the full cap table data.
Get Cap Table Dashboard
Get Cap Table Pools
Get Entity Profile Portfolio
Get portfolio view for an entity showing all holdings across organizations.
Import CSV
Download a CSV template or previously uploaded import file.
Multi-Query
Execute multiple data queries in a single request for efficient dashboard loading.