OCTA Schema

OpenCap Stack is fully aligned with the Open Cap Table Alliance (OCTA) v2.0 schema — the industry standard for interoperable equity data. This means cap table data can be exported, imported, and shared with any OCTA-compatible tool (Carta, Pulley, AngelList, law firm platforms).

Core Entities

Stakeholder

{
  "id": "stakeholder_abc123",
  "name": "Jane Doe",
  "email": "jane@startup.com",
  "type": "FOUNDER",
  "title": "CEO",
  "companyId": "co_xyz789",
  "address": {
    "line1": "123 Main St",
    "city": "San Francisco",
    "state": "CA",
    "country": "US",
    "postalCode": "94105"
  },
  "taxId": "***-**-1234",
  "createdAt": "2024-01-01T00:00:00Z"
}

Types: FOUNDER INVESTOR EMPLOYEE ADVISOR BOARD_MEMBER CONSULTANT

ShareClass

{
  "id": "sc_series_a",
  "name": "Series A Preferred",
  "type": "PREFERRED",
  "totalShares": 10000000,
  "authorizedShares": 12000000,
  "pricePerShare": 1.00,
  "liquidationPreference": 1.0,
  "participationRights": "NON_PARTICIPATING",
  "conversionRatio": 1.0,
  "dividendRate": 0.08,
  "isConvertible": true,
  "votesPerShare": 1,
  "companyId": "co_xyz789"
}

Types: COMMON PREFERRED OPTIONS_POOL WARRANT CONVERTIBLE_NOTE

EquityGrant

{
  "id": "grant_def456",
  "grantNumber": "GRANT-MP34648T-FF2DB6F9",
  "stakeholderId": "stakeholder_abc123",
  "shareClassId": "sc_options_pool",
  "quantity": 100000,
  "grantType": "OPTION",
  "strikePrice": 0.10,
  "fairMarketValue": 0.50,
  "vestingSchedule": "4_YEAR_1_YEAR_CLIFF",
  "grantDate": "2026-01-01",
  "vestingStartDate": "2026-01-01",
  "cliffDate": "2027-01-01",
  "fullyVestedDate": "2030-01-01",
  "status": "APPROVED",
  "companyId": "co_xyz789"
}

Grant types: OPTION RSU WARRANT RESTRICTED_STOCK PHANTOM_STOCK

Vesting schedules: 4_YEAR_1_YEAR_CLIFF 3_YEAR_MONTHLY 2_YEAR_6_MONTH_CLIFF IMMEDIATE CUSTOM

SAFENote

{
  "id": "safe_ghi789",
  "investorId": "stakeholder_investor1",
  "investmentAmount": 500000,
  "valuationCap": 10000000,
  "discountRate": 0.20,
  "safeType": "POST_MONEY",
  "status": "ACTIVE",
  "issueDate": "2026-01-15",
  "convertedDate": null,
  "convertedShareClassId": null,
  "proRataRights": true,
  "mfnProvision": false,
  "companyId": "co_xyz789"
}

SAFE types: PRE_MONEY POST_MONEY MFN (Most Favored Nation)

Valuation409A

{
  "id": "val_jkl012",
  "valuationDate": "2026-03-01",
  "commonStockFMV": 0.50,
  "preferredStockFMV": 1.00,
  "company409AValue": 15000000,
  "methodology": "INCOME_APPROACH",
  "provider": "Internal",
  "status": "APPROVED",
  "expiresAt": "2027-03-01",
  "notes": "Pre-Series B 409A",
  "companyId": "co_xyz789"
}

OCTA Export Format

Export a full cap table as OCTA-compliant JSON:

curl https://api.opencapstack.com/api/v1/cap-table/export?format=octa \
  -H "Authorization: Bearer $TOKEN"

OCTA v2.0 export envelope:

{
  "schema_version": "2.0",
  "generated_at": "2026-05-13T00:00:00Z",
  "company": {
    "id": "co_xyz789",
    "name": "Startup Inc.",
    "formation_date": "2023-01-01",
    "jurisdiction": "DE",
    "tax_id": "XX-XXXXXXX"
  },
  "stakeholders": [...],
  "share_classes": [...],
  "equity_grants": [...],
  "safe_notes": [...],
  "valuations": [...],
  "cap_table_snapshot": {
    "as_of_date": "2026-05-13",
    "total_authorized": 20000000,
    "total_issued": 12500000,
    "fully_diluted": 14000000
  }
}

Import from Other Platforms

Import OCTA-compliant exports from Carta, Pulley, or other platforms:

curl -X POST https://api.opencapstack.com/api/v1/cap-table/import \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d @octa_export.json

The importer validates the OCTA schema, deduplicates stakeholders by email, and maps share class types automatically.

Interoperability

OpenCap Stack's OCTA alignment means data flows freely between:

Platform	Direction	Format
Carta	Export from Carta → Import to OpenCap Stack	OCTA v2.0 JSON
Pulley	Bidirectional	OCTA v2.0 JSON
AngelList	Import from AL → OpenCap Stack	OCTA v2.0 JSON
Law firm platforms	Export for legal review	OCTA v2.0 JSON
Custom tools	REST API or MCP	Native JSON or OCTA

For the full OCTA specification: opencaptablecoalition.com

Core Entities​

Stakeholder​

ShareClass​

EquityGrant​

SAFENote​

Valuation409A​

OCTA Export Format​

Import from Other Platforms​

Interoperability​