Carta Investors

Name: Carta Investors
Author: Carta Engineering

Pluginby Carta Engineeringcarta/plugins

Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

Skills (19)

Claude uses these on its own when your request matches.

carta-agm-deck-builderEnd-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 a branded HTML presentation with built-in slide navigation,…
carta-brand-extractionGenerates 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 artifact, PDF, slide deck, or React component.
carta-co-investorsInteractive 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.
carta-compliance-routingRoutes 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 SEC", "regulatory assets", "AUM across all funds", "filing…
carta-consolidating-financial-reportsBuilds 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, entities, reporting period, and target workbook, then builds the chosen report(s).…
carta-download-tearsheetDownload tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead.
carta-explore-dataPRIMARY 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, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI,…
carta-fund-admin-requestsSend 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.
carta-fund-forecastingFund 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 carta-explore-data for those (data-warehouse, cap-table,…
carta-fund-modelingSpin 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 (fund-family rollup, investment pacing, concentration),…
carta-home-buildBuilds 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 Reporting, Portfolio Valuations, ManCo actuals and Form ADV, plus a Skill Directory…
carta-loan-dashboardLoan 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). Do NOT use for LP investment portfolios.
carta-manco-reportingVisual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data.
carta-mancoManCo (management company) budgeting in Excel for Carta Fund Admin firms.
carta-portfolio-analytics-appSpin 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) spanning operating KPIs, valuation, cap tables, risk and benchmarking. Five tabs:…
carta-portfolio-analytics-routingRoutes 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 dashboard", "company KPIs", "portfolio console", "microapp",…
carta-spa-auditSPA 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. Use when asked about SPA coverage, missing SPAs, unexecuted SPAs, document completeness, or a…
carta-waterfall-modelingRun 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...". Firm context only; access is controlled server-side. Use instead:…
carta-workhub-buildBuilds 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), In progress (Carta is working), and a collapsed Completed,…

Also adds hooks that run automatically at set points in a session.

Install

Run in your terminal

claude plugin install carta-investors@claude-plugins-official

Claude Code already includes the claude-plugins-official marketplace, so this installs directly. Start a new Claude Code session to use it.

Already in a Claude Code session?

Install

/plugin install carta-investors@claude-plugins-official

Published in Anthropic's claude-plugins-official marketplace (anthropics/claude-plugins-official).

Carta Investors

Skills (19)

Install

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