API · Manage · Equity
Create a grant.
Issue equity to a stakeholder under an authorized plan. The grant is the link between the cap table and a person — it records who received what, on which terms, against which pool, and at what fair-market-value reference. Called every time a hire vests in, an advisor signs an advisory agreement, or the board approves a refresh grant. Each call decrements the plan's available_shares and queues the grant document for signature; the stakeholder is notified once the document is sent. Grant kinds (kind) - iso — incentive stock options. Strike price must be ≥ FMV from the most recent valuation; 90-day post-termination exercise window; $100k annual vesting cap enforced on the plan. - nso — non-qualified options. Looser tax treatment, available to non-employees (advisors, contractors). - rsu — restricted stock units. No strike price; taxed on vesting. - rsa — restricted stock award. Purchased at fair value on grant; eligible for an 83(b) election within 30 days, which Matter files automatically when tax_election: 83b is set. Prerequisites - Entity must be in registered or active state. - equity_plan_id must reference an existing plan with sufficient available_shares. Returns 409 plan_pool_exhausted if not. - For iso and nso, valuation_id must reference a valuation no older than 12 months. - The stakeholder must already exist on the entity's cap table. Returns 202 Accepted. On completion, emits one of: grant.issued, share_class.created, valuation.created, share_ledger.entry_recorded. Subscribe via `POST /v1/webhook_endpoints` to consume. Idempotent via Idempotency-Key. See idempotency. See also: Cookbook: issue a SAFE, Cookbook: issue a priced round, Equity API overview.
Last updated
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
authorizing_resolutionobjectOptionalWhether to auto-generate the underlying board resolution
that authorises this action. Defaults to auto: true.
The resolution and the action artifact share an
Idempotency-Key; both land atomically or neither does.
autobooleanOptionalrecitalsarray<string>OptionalOptional plain-English context to embed in the resolution's recitals[]. Useful when the board's consideration warrants a specific narrative.
stakeholder_idstringRequiredequity_plan_idstringRequiredkindstringRequiredGrant award type. iso requires §422 ISO eligibility (W-2
employee + stockholder-approved §422 plan). nso is the
catch-all for everyone else (contractors, advisors, ISO-
ineligible employees). rsu and rsa are restricted
stock units / awards. founder_restricted_stock records a
pre-formation founder issuance that is fully outstanding
on day 0 — typically issued as part of formation_packet
rather than via POST /grants directly. Used here when
re-recording a founder grant for retroactive vesting via
POST /grants/{id}/apply_vesting_overlay.
"iso""nso""rsu""rsa""founder_restricted_stock"quantityintegerRequiredstrike_priceobjectOptionalCurrency amount in the smallest unit (cents for USD).
amountintegerRequiredInteger in smallest unit. 100 = USD 1.00.
currencystringRequiredISO 4217 alpha-3, lower-cased.
valuation_idstringOptionalvesting_scheduleobjectOptionalcliff_monthsintegerOptionaltotal_monthsintegerOptionalgranularitystringOptional"monthly""quarterly""annually"grant_datestring<date>RequiredhandshakebooleanOptionalWhen true, captures the grant as a handshake commitment
— board consent + grant document drafted, but neither
signed yet. The grant remains in status: handshake_pending
until both sign. Used to record an informal advisor /
early-employee equity promise without forcing the
paperwork the same day.
Response Body
application/json
application/problem+json
application/problem+json
application/problem+json
application/problem+json
application/problem+json
Request
curl -X POST "https://api.mattermode.com/v1/entities/{id}/grants" \ -H "Content-Type: application/json" \ -d '{ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25" }'const body = JSON.stringify({ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25"})fetch("https://api.mattermode.com/v1/entities/{id}/grants", { method: "POST", headers: { "Content-Type": "application/json" }, body})package mainimport ( "fmt" "net/http" "io/ioutil" "strings")func main() { url := "https://api.mattermode.com/v1/entities/{id}/grants" body := strings.NewReader(`{ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25" }`) req, _ := http.NewRequest("POST", url, body) req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := ioutil.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body))}import requestsheaders = { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = { "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25"}resp = requests.post( "https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/grants", headers=headers, json=payload,)resp.raise_for_status()print(resp.json())import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25"}""");HttpClient client = HttpClient.newBuilder() .connectTimeout(Duration.ofSeconds(10)) .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder() .uri(URI.create("https://api.mattermode.com/v1/entities/{id}/grants")) .header("Content-Type", "application/json") .POST(body) .build();try { HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString()); System.out.println("Status code: " + response.statusCode()); System.out.println("Response body: " + response.body());} catch (Exception e) { e.printStackTrace();}using System;using System.Net.Http;using System.Text;var body = new StringContent("""{ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25"}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/entities/{id}/grants", body);var responseBody = await response.Content.ReadAsStringAsync();curl --request POST 'https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/grants' \ --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \ --header 'Matter-Version: 2026-06-10' \ --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \ --header 'Content-Type: application/json' \ --data '{ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25"}'const response = await fetch("https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/grants", { method: "POST", headers: { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b", "Content-Type": "application/json", }, body: JSON.stringify({ "stakeholder_id": "stk_7Hpx9WxY", "equity_plan_id": "plan_4Vt6yJzH", "kind": "iso", "quantity": 1, "strike_price": { "amount": 50000, "currency": "usd" }, "valuation_id": "val_5DwYsKjM", "vesting_schedule": { "cliff_months": 0, "total_months": 0, "granularity": "monthly" }, "grant_date": "2026-04-25" }),});if (!response.ok) { throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);Response
application/json{
"id": "string",
"object": "grant",
"entity_id": "ent_Nq3KcAbc",
"stakeholder_id": "stk_7Hpx9WxY",
"equity_plan_id": "plan_4Vt6yJzH",
"kind": "iso",
"quantity": 1,
"strike_price": {
"amount": 50000,
"currency": "usd"
},
"valuation_id": "val_5DwYsKjM",
"vesting_schedule": {},
"grant_date": "2026-04-25",
"expiration_date": "2026-04-25",
"exercised_quantity": 0,
"document_id": "doc_PwQ7MmLk",
"metadata": {},
"created": 1745539200,
"updated": 1745539200,
"livemode": false
}{
"type": "https://mattermode.com/docs/errors/invalid_request",
"title": "Invalid request",
"status": 400,
"code": "invalid_request",
"detail": "Request body could not be parsed as JSON.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/authentication_required",
"title": "Authentication required",
"status": 401,
"code": "authentication_required",
"detail": "No bearer token was supplied. Pass `Authorization: Bearer sk_live_...` on every request.",
"doc_url": "https://mattermode.com/docs/guides/errors#authentication_required",
"request_id": "req_Qw9xYz8A"
}{
"title": "Invalid state transition",
"status": 409,
"detail": "Entity ent_Nq3KcAbc is in state `dissolved` and cannot be dissolved again.",
"instance": "/requests/req_Qw9xYz8A",
"code": "invalid_state_transition",
"param": "founders[0].equity",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_state_transition",
"request_id": "req_Qw9xYz8A",
"retry_after": 30,
"authorized_by": {
"human_principal_id": "usr_4Kj2m8pQ",
"agent_id": "agt_Nq3KcAbc"
},
"type": "https://errors.mattermode.com/terms_acceptance_required",
"terms_version": "string",
"terms_summary": "string",
"terms_url": "http://example.com"
}{
"type": "https://mattermode.com/docs/errors/validation_failed",
"title": "Validation failed",
"status": 422,
"code": "validation_failed",
"detail": "One or more fields failed validation. See `errors[]`.",
"doc_url": "https://mattermode.com/docs/guides/errors#validation_failed",
"request_id": "req_Qw9xYz8A",
"errors": [
{
"field": "founders[0].equity",
"code": "out_of_range",
"message": "Equity must sum to 100% across all founders."
}
]
}{
"type": "https://mattermode.com/docs/errors/rate_limit_exceeded",
"title": "Rate limit exceeded",
"status": 429,
"code": "rate_limit_exceeded",
"detail": "Request rate exceeded for this key. Retry after `retry_after` seconds or honor the `Retry-After` header.",
"doc_url": "https://mattermode.com/docs/guides/errors#rate_limit_exceeded",
"request_id": "req_Qw9xYz8A",
"retry_after": 30
}Cascade
A single call kicks off: {"kind":"ledger_entry","type":"grant_issuance","timing":"immediate"} → {"kind":"document","type":"grant_award_agreement","timing":"immediate"} → {"kind":"document","type":"notice_of_grant","timing":"immediate"} → {"kind":"tax_election","type":"section_83b","timing":"per_restricted_issuance"}