Carta Investors plugin — write-capable skills for querying and updating investors data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP server
Skills 22 in the Claude listing
Carta agm deck builder End-to-end AGM deck generator. Carta brand extraction Generates a brand board from a firm's website URL and optional user-provided assets. Carta co investors Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Carta compliance routing Routes to Form ADV for regulatory filing data. 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. 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. Carta download tearsheet Download tear sheets for your portfolio companies and funds on Carta. 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 fund admin requests Send work to your Carta Fund Admin team and track it. Carta fund forecasting Fund Forecasting (Tactyc) read-only analytics — fund performance and per-investment metrics for funds IN FUND FORECASTING (Tactyc) ONLY. 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. Carta fund performance Publishes a standalone Fund Performance live artifact for the user's Carta firm — a page that opens directly on the fund performance table and fetches its data live from Carta each time it is opened. Carta home build Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. 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. Carta manco ManCo (management company) budgeting in Excel for Carta Fund Admin firms. Carta manco reporting Visual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data. 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) spa Carta portfolio analytics routing Routes to the Portfolio Analytics App, Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. 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. 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. Carta waterfall modeling Run a waterfall (allocation) against a portfolio company in the investor firm context. 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. 
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