carta-investors

Plugin carta-investors from marketplace bodnar-agent-plugins in danielbodnar/agent-plugins. Commands read from the repo's manifest — 1 month ago.

Skills (19)

• 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-download-tearsheet

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

• 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 Web / Fund Admin investors data queries against the data warehouse. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balan

• 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, with five tabs: Overview (fund-family rollup, investment pacing, concentration), Companies (per-company reprici

• 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-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, Management Fee Income by Fund, in

• 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-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", "exit distribution", "who gets paid if...". Firm context only; access is controlled server-side. Use instead: carta-explore-data for read-only f

• carta-workhub-build

  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), In progress (Carta is working), and a collapsed Completed, with a thread view fo

Hooks (7)

• 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

• 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"

Similar plugins