Carta Investors plugin for Claude

Upload a portfolio company's financial document (or pasted figures) to Carta for extraction. Deterministic entry into the carta-portco-financials-and-kpis skill's upload route.

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, LP base), generates…

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 board as an HTML artifa…

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. Trigger phrases: "co-investors", "coinvesto…

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 filing", "AUM for the S…

Builds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together. Resolves the firm, the entities to include, th…

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

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. For investments, p…

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. TRIGGER: "ask Carta to", "have Carta do…

Fund Forecasting (Tactyc) read-only analytics — fund performance and per-investment metrics for funds IN FUND FORECASTING (Tactyc) ONLY. A SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use…

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, with five tabs: Overview (fu…

Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. Shows a live Schedule of Investments, Fund Performance benchmarks, P&L (from STATEMENT_OF_OPS), Balance She…

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, sub-account drill-down, p…

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, launch, build, create, ru…

Spin up an interactive local web console for firm-wide PORTFOLIO-COMPANY ANALYTICS over Carta Fund Admin + Data Collection data — a read-only React app spanning operating KPIs, valuation, cap tables, risk and benchmar…

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 dashboard", "KPI dashb…

SPA coverage audit across your portfolio — categorizes every equity investment as missing, unexecuted, executed, or not needed. Use when asked about SPA coverage, missing SPAs, unexecuted SPAs, or document completeness.

Builds or rebuilds the Carta Workhub live artifact — a standalone Cowork view of the work a firm has sent its Carta fund admin team. Shows a request composer over a queue grouped into Tasks to complete (waiting on you…