Carta investors

Skills (21)

• Skill carta-agm-deck-builder

  End-to-end AGM deck generator. Extracts a firm's brand identity from their website, pulls live fund data from the Carta MCP (NAV, TVPI, portfolio, capital activity, benchmarks, fees, balance sheet…

  Any agent

  npx skills add carta/plugins --skill carta-agm-deck-builder

• Skill carta-brand-extraction

  Generates a brand board from a firm's website URL and optional user-provided assets. Analyzes the website to extract theme colors, typography, logos, and imagery, then produces a polished brand…

  Any agent

  npx skills add carta/plugins --skill carta-brand-extraction

• Skill carta-co-investors

  Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company.

  Any agent

  npx skills add carta/plugins --skill carta-co-investors

• Skill carta-compliance-routing

  Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for…

  Any agent

  npx skills add carta/plugins --skill carta-compliance-routing

• Skill carta-consolidating-financial-reports

  Builds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together.

  Any agent

  npx skills add carta/plugins --skill carta-consolidating-financial-reports

• Skill carta-data-collection

  Data collection for an investment firm's portfolio companies — asking them for financials, KPIs and documents, and managing what has been asked.

  Any agent

  npx skills add carta/plugins --skill carta-data-collection

• Skill carta-download-tearsheet

  Download tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead.

  Any agent

  npx skills add carta/plugins --skill carta-download-tearsheet

• Skill carta-explore-data

  PRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other skill for Carta Web / Fund Admin data. Carta Web / Fund Admin investors data queries against the data warehouse.

  Any agent

  npx skills add carta/plugins --skill carta-explore-data

• Skill carta-fund-admin-requests

  Send work to your Carta Fund Admin team and track it. Opens a request the team reads, acts on, and replies to — the off-ramp for anything no other Carta skill or command can do.

  Any agent

  npx skills add carta/plugins --skill carta-fund-admin-requests

• Skill carta-fund-forecasting

  Fund Forecasting (Tactyc) read-only analytics — fund performance and per-investment metrics for funds IN FUND FORECASTING (Tactyc) ONLY.

  Any agent

  npx skills add carta/plugins --skill carta-fund-forecasting

• Skill carta-fund-modeling

  Spin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES.

  Any agent

  npx skills add carta/plugins --skill carta-fund-modeling

• Skill carta-home-build

  Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. Summary cards for Schedule of Investments, Fund Performance, P&L, Balance Sheet, LP…

  Any agent

  npx skills add carta/plugins --skill carta-home-build

• Skill carta-loan-dashboard

  Loan portfolio dashboard as a persistent Cowork artifact — KPI tiles and every loan in the portfolio, data from Carta via the MCP. This is the LOAN portfolio (borrowers, advances, commitments).

  Any agent

  npx skills add carta/plugins --skill carta-loan-dashboard

• Skill carta-manco

  ManCo (management company) budgeting in Excel for Carta Fund Admin firms. TRIGGER: build/create/draft a budget, pull/import the budget, add/refresh actuals, interleave Budget/Actual/Variance…

  Any agent

  npx skills add carta/plugins --skill carta-manco

• Skill carta-manco-reporting

  Visual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data. TRIGGER: any ManCo dashboard/microapp/report/financials ask under ANY verb (spin up, open…

  Any agent

  npx skills add carta/plugins --skill carta-manco-reporting

• Skill carta-portfolio-analytics-app

  Spin up an interactive local web console for firm-wide PORTFOLIO-COMPANY ANALYTICS over Carta Fund Admin + Data Collection data — a React app (read, plus inline KPI corrections published to Carta)…

  Any agent

  npx skills add carta/plugins --skill carta-portfolio-analytics-app

• Skill carta-portfolio-analytics-routing

  Routes to the Portfolio Analytics App, Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "portfolio analytics app", "analytics app", "portfolio analytics…

  Any agent

  npx skills add carta/plugins --skill carta-portfolio-analytics-routing

• Skill carta-portfolio-valuations

  Portfolio valuations workflow — firm selection, dashboard, bulk-create valuations on one or many companies (refresh, manual EV), and dive-in on a single valuation.

  Any agent

  npx skills add carta/plugins --skill carta-portfolio-valuations

• Skill carta-spa-audit

  SPA coverage audit across your portfolio — categorizes every equity investment as missing, unexecuted, executed, or not needed, and can drill into a specific company's SPA documents.

  Any agent

  npx skills add carta/plugins --skill carta-spa-audit

• Skill carta-waterfall-modeling

  Run a waterfall (allocation) against a portfolio company in the investor firm context. TRIGGER, "run a waterfall", "create an allocation", "exit scenario", "exit distribution", "who gets paid if...".

  Any agent

  npx skills add carta/plugins --skill carta-waterfall-modeling

• Skill carta-workhub-build

  Builds or rebuilds the Carta Workhub live artifact — a standalone Cowork view of the work a firm shares with its Carta fund admin team.

  Any agent

  npx skills add carta/plugins --skill carta-workhub-build

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.