carta-investors

Plugin carta-investors from marketplace knowledge-work-plugins in anthropics/knowledge-work-plugins. Commands read from the repo's manifest — today.

Skills (29)

• 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, a deck it already has (a PowerPoint or PDF pitch deck or LP letter), and optional user-provided assets. Analyzes them to extract theme colors, typography, logos, and imagery, then produces a polished brand board as an HTML artifact, PDF, slide deck,

• carta-co-investors

  Interactive co-investor report from Carta SPA and cap table data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company — including a quick one-company answer ("who else is in [Company]"). Trigger phrases: "co-investors", "coinvestor

• 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-firm-document

  Download a document from your firm's Documents page in Carta (LPA, NDA, side letter, engagement letter, capital call notice, and so on). Finds the document by title, type, fund, company, investor or date, confirms which one when several match (or, when you ask for every match such as "all NDAs from

• carta-explore-data

  PRIMARY and DEFAULT skill for ALL Carta investors data queries — use for Carta Web / Fund Admin data. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balance sheets, cap tables, shareholders, 409a valuations, FMV, MOIC, fund holdings, financing rounds,

• carta-form-adv

  Pulls Form ADV Part 1A filing data from Carta fund administration and builds an interactive HTML filing guide plus an Excel filing reference. Covers Items 5.D, 5.F and 5.H, Schedule D §7.B.(1) per fund, beneficial owner breakdown, asset class composition and capital activity, counts each LP once and

• 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 queries. Metrics: TVPI, DPI, RVPI, gross/net IRR, MOI

• 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, Companies (repricing, LP make-whole waterfall, carry banking, partial sales), LP Returns and GP

• carta-fund-performance

  Fund performance for a Carta firm. Publishes a standalone Fund Performance live artifact that fetches its data live from Carta each time it is opened, and answers peer-benchmark questions in chat: a fund's Net IRR, TVPI, MOIC or DPI against peer cohorts, with its percentile standing. Page triggers:

• 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, LP summary and Capital Activity, plus a Skill Directory of copyable prompts. Auto-detects the active firm from the Carta MCP cont

• 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 an LP's own Carta dashboard (NAV, TVPI/DPI) and finds or zips their documents (K-1s, notices, statements, PCAPs, subscription docs, side letters). Only when an LP explicitly asks. Not for GP/firm users or vague queries; use carta-explore-data. # The only source for a connector's name - list_co

• carta-lp-summary

  LP Summary as a persistent Cowork artifact for a GP firm: a list of limited partners beside one LP's detail — capital (committed, called, unfunded, NAV), net TVPI, DPI and IRR, fund positions with per-fund net IRR and wire status, contacts, and an estimated exposure by company or sector with MOIC —

• carta-lpa-audit

  See every LPA and side letter across a firm's funds, with the terms they state, in one table: management fee, carry, hurdle, fund term and investment period per fund, and each fund's side letters, LP roster and GP in a side panel. Flags funds with a missing LPA, partial data or a name mismatch, and

• carta-manco-reporting

  Visual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data. TRIGGER: any ManCo dashboard/microapp/report ask under any verb (spin up, open, launch, build, create, run), firm named or not, or a ManCo financials ask naming a firm — ManCo P&L drill-down by accou

• 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, Budget/Actual/Variance, sub-account drill-down, pacing/variance analysis, what-if modeling. ALSO a short follow-up on budget work already under

• carta-nda-dashboard

  Interactive NDA insights dashboard from the firm's NDAs in Carta: provision frequency, governing law, NDAs expiring in the next two years, counterparties under an active non-solicit, no-contact or non-circumvention restriction, and every counterparty, in sortable, filterable tabs. Use when asked for

• carta-partner-rollforward

  Partner rollforward as a persistent Cowork artifact, firm-wide by default and filterable by fund or fund family. Four views: the partner rollforward (the in-app Statements > Partner Rollforward tab, across funds), a month-by-month partners' capital walk with carried interest accrued broken out, a on

• 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-ownership

  Show investment firms their ownership by portfolio company and by underlying fund: shares held, outstanding and fully diluted ownership %, and share counts, as of today or a past date. Answers in chat, or builds a live ownership table in Cowork with each company expanded into its funds. Use for "how

• 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-soi

  Display a fund's Schedule of Investments (SOI) as a Live Artifact in Cowork. The artifact is firm-scoped — it loads every fund the user has access to in the firm and presents them in a header dropdown for one-click switching. Use when asked for the SOI, fund holdings, what a fund is invested in, or

• carta-spa-audit

  SPA (stock purchase agreement) 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 for any question about which investments are missing an SPA or an executed or signed S

• carta-upload-firm-document

  Upload one or more files from your computer to your firm's Documents page in Carta. Carta classifies each document after it lands. Confirms the firm and files once before anything is written. TRIGGER: "upload this document", "upload these documents", "upload this document to {firm}", "upload this to

• 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...", "what would we get if [Company] sold for $X", "payouts at an acquisition pri

• carta-workhub-build

  Builds or rebuilds the Carta Workhub live artifact: a Cowork view of the work a firm shares with its Carta fund admin team: a request composer and the GP's tasks in Drafts, Needs Action, With Carta and Completed tabs, grouped as on the Firm Dash, with request threads, the capital call review, the re

Hooks (9)

• 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

• PreToolUse

  node "${CLAUDE_PLUGIN_ROOT}/scripts/hooks/guard-own-sync-push.js"

• UserPromptSubmit

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

• PostToolUse

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

Similar plugins