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The cap table summary endpoint returns a single aggregated snapshot of your organization’s equity state: total shares authorized across all classes, total shares issued, the number of distinct share classes and stakeholders, and the most recent approved valuation. This is the fastest way to populate an ownership dashboard, generate a board-level equity summary, or run a quick sanity check during due diligence — without iterating through every security individually. Share totals are computed directly from live security records (not from denormalized counters), so the numbers you get back always reflect the current state of the ledger.

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Get the cap table summary

GET /api/v1/cap-table/summary Requires role: VIEWER. No query parameters.
Response — 200 OK
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string (uuid)
Your organization ID.
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integer
Total number of share classes on your cap table, including classes with zero issued shares.
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integer
Total number of stakeholder records in your organization.
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string
Sum of currentSharesAuthorized across all share classes that have at least one authorized or issued share. Serialized as a string to preserve precision.
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string
Sum of quantity across all ACTIVE stock securities. Serialized as a string to preserve precision.
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object | null
The most recent valuation with status: "APPROVED", ordered by effectiveDate descending. null if no approved valuation exists.
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string (uuid)
Valuation ID. Use GET /api/v1/valuations/{id} for full valuation details.
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string
Valuation type (e.g. 409A, FINANCING).
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string
Per-share value from the most recent approved valuation, serialized as a string.
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string
Date the valuation took effect (YYYY-MM-DD).

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Common uses

Ownership dashboard — Poll this endpoint on page load to display headline equity metrics (shares issued, authorized headroom, current 409A price) without fetching individual securities. Investor reporting — Use totalIssued and totalAuthorized to populate the cover page of board materials or investor updates. Due diligence — Cross-check shareClassCount and stakeholderCount against your cap table records during a financing or acquisition process. Reconciliation — Compare totalIssued against the sum of individual security quantities to verify ledger integrity.
For a stakeholder-by-stakeholder or share-class-by-share-class ownership breakdown, use GET /api/v1/securities with the appropriate filters and aggregate in your application, or export the full OCF bundle via GET /api/v1/cap-table/ocf-export.

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Error codes