Carta Explore Data
by carta6ab81016389cNo license14 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated today
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, balance sheets, cap tables, ownership %, shareholders, 409a valuations, FMV, MOIC, fund holdings, financing rounds, convertible notes, SAFEs. Prefer over carta-soi for data queries (Cowork persistent artifacts); over carta-portfolio-valuations for read-only valuation/MOIC/investment data (that skill runs/updates valuation projects); over carta-lp-dashboard unless asked by name; over carta-consolidating-financial-reports for single-fund balance sheets. Use instead: carta-co-investors for co-investor / "who else invested" analysis; carta-waterfall-modeling for exit-waterfall / "who gets paid if X exits" modeling; carta-manco for ManCo budgeting, actuals, pacing, sub-account drill-downs, or budget/actuals breakdowns.
- 6ab81016389cCurrentcommit 6ab8101Published Oct 8, 2026
Source and attribution
Source:carta/pluginsinplugins/carta-investors/skills/carta-explore-dataat commit6ab8101
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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