carta-investors

Plugin carta-investors from marketplace knowledge-work-plugins in Prasanth595/knowledge-work-plugins. Commands read from the repo's manifest — 19 days ago.

Skills (24)

• 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, LP base), generates a branded HTML presentation with built-in slide navigation, and applies the "Power

• 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 board as an HTML artifact, PDF, slide deck, or React component. Trigger phrases: "build a brand board", "c

• 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. Trigger phrases: "co-investors", "coinvestors", "who are my co-investors", "who else invested", "co-investors by stage/round",

• 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 filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how muc

• 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. Resolves the firm, entities, reporting period, and target workbook, then builds the chosen report(s). TRIGGER on "consolidating/c

• 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. TRIGGER on data collection, collecting financials or KPIs, requesting or chasing portfolio company reporting, or a company's reporting setup — including th

• carta-download-tearsheet

  Download tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead when it is installed. - mcp__carta__call_tool - mcp__carta__read_tool - mcp__carta__list_contexts - mcp__carta__set_context - mcp__claude_ai_Carta__call_tool - mcp__c

• carta-explore-data

  PRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other skill for Carta Web / Fund Admin data. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balance sheets, cap tables, ownership %, shareholders, 409a valuations, FMV, MO

• 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. TRIGGER: "ask Carta to", "have Carta do", "send this to my fund admin", "ask my fund admin team", "can Carta do this for m

• carta-fund-forecasting

  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 carta-explore-data for those (data-warehouse, cap-table, accounting) queries. Metr

• 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. Tabs: Overview (fund-family rollup), Companies (per-company repricing, LP make-whole waterfall, carry banking,

• 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. Use when the user asks for a fund performance dashboard, page, or artifact they can keep open and re

• 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 Reporting, Portfolio Valuations, ManCo actuals and Form ADV, plus a Skill Directory of copyable prompts. A

• 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). Do NOT use for LP investment portfolios. Triggers: "loan dashboard", "loan ops dashboard", "loan portfolio

• carta-lp-dashboard

  Opens the user's own Carta LP portfolio dashboard (NAV, capital activity, TVPI/DPI/RVPI). LP users only, when they explicitly ask for their LP dashboard or LP portfolio. Not for GP/firm users or ambiguous queries; use carta-explore-data. # The only source for a connector's name - list_connectors # C

• carta-lp-documents

  Find the user's own LP documents — K-1s, capital call and distribution notices, financial statements, PCAPs, subscription agreements, side letters. LP only; not for a GP or fund manager pulling the documents their fund sent its LPs. # The only source for a connector's name - list_connectors # The co

• 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, launch, build, create, run) — P&L drill-down, expenses, Budget vs Actuals (or Monthly Actuals by GL account

• 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, sub-account drill-down, pacing/variance analysis, "what did we spend on [X] YTD", "where did we overspend",

• 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) spanning operating KPIs, valuation, cap tables, risk and benchmarking. Five tabs: Overview (ranked, con

• 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 dashboard", "KPI dashboard", "company KPIs", "portfolio console", "microapp", "portfolio analytics for [f

• 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. TRIGGER when the user mentions working on, reviewing, or running portfolio valuations, takes a closer look at a specific company's valua

• 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. Use when asked about SPA coverage, missing SPAs, unexecuted SPAs, document completeness, or a named company's SPA. Do

• 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", "sensitivity analysis", "exit distribution", "who gets paid if...". Firm context only; access is controlled server-side. Use instead: carta-expl

• 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. Shows a request composer over the GP tasks it has a panel for, in tabs for Drafts, Needs Action (waiting on you), With Carta and Completed, grouped as on the Firm D

Hooks (8)

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" inject-context

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" prune-session-data

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-model

• PostModelSwitch

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-model-switch

• PreToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-active-skill

• PreToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" inject-instrumentation

• UserPromptSubmit

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-slash-skill

• PostToolUse

  node "${CLAUDE_PLUGIN_ROOT}/scripts/hooks/warn-empty-query.js"

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