Deal Flow Analytics
by carta6ab81016389cNo license14 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated today
Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-analytics". Defaults to a trailing-12-month window but accepts any date range or dimension the user specifies. Returns counts and concentration callouts per dimension, not a list of individual deals — use search-deals for that.
Add to a SourceWeft workspace
- Open the skill in your dashboard and add it to a workspace.
- Enable it for the chats that should use it.
This skill is instructions only: it ships no scripts to execute.
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Ask your agent to install it
Paste this prompt into Claude Code, Codex, Cursor or another agent that can run commands — or into SourceWeft chat. The agent reads this skill's install guide, shows you its source, license and scripts, and installs it with the SourceWeft CLI once you agree.
Read https://sourceweft.com/skills/gh-carta-plugins-deal-flow-analytics/install.md and install the skill it describes. Before installing, show me its source, license and whether it ships scripts, and wait for my OK. Ask me before changing anything else on my machine.Install it yourself from a terminal
For Claude Code, Codex, Cursor and other local agents. The SourceWeft CLI fetches the skill from its source repository at the commit scanned here, and verifies every file against the hashes recorded when the skill was scanned. If anything differs, nothing is written.
npx @sourceweft/cli skills install gh-carta-plugins-deal-flow-analyticsAdd --agent claude-code, codex, cursor or universal to choose which agent gets it (Claude Code by default).
Upstream installer — not verified by SourceWeft
The open-source skills installer fetches the same pinned commit, but does not check the files against the hashes SourceWeft recorded.
npx skills add https://github.com/carta/plugins/tree/6ab81016389cac69e03ed79114d75f31bc8e7bfd/plugins/carta-crm/skills/deal-flow-analyticsSource and attribution
Source:carta/pluginsinplugins/carta-crm/skills/deal-flow-analyticsat commit6ab8101
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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