
Carta Explore Data
作者 carta6ab81016389c无许可证14 个星标收录于 2026年10月8日更新于 2026年10月8日仓库今天更新
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.
仅公开文件列表。将技能安装到工作区后即可查看文件内容。
| 路径 | 大小 | 类型 |
|---|---|---|
| semantic-layer/balance-sheet.md | 4.1 KB | text/markdown |
| semantic-layer/cap-table.md | 30.3 KB | text/markdown |
| semantic-layer/cash-flows.md | 3.9 KB | text/markdown |
| semantic-layer/company-financials.md | 4.1 KB | text/markdown |
| semantic-layer/fund-performance.md | 14.3 KB | text/markdown |
| semantic-layer/investments.md | 9.9 KB | text/markdown |
| semantic-layer/nav.md | 3.3 KB | text/markdown |
| semantic-layer/partner-data.md | 5.9 KB | text/markdown |
| semantic-layer/valuations.md | 3.5 KB | text/markdown |
| SKILL.md | 29.4 KB | text/markdown |
来源与署名
来源:carta/plugins位于plugins/carta-investors/skills/carta-explore-data提交6ab8101
许可证: 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 carta/plugins 的技能

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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 me", "check on my request", "did Carta reply", "what requests do I have open", "reply to Carta", "follow up on my request", plus ANY action request (create/change/send/restate/reconcile/split/fix) that no other skill or Carta command covers. NOT FOR: reporting a bug or feature request about this plugin (call fa:create:feedback directly); questions answerable from Carta data (use carta-explore-data); capital call reminders to LPs (that is a Carta command, not a Fund Admin request).

Carta Download Tearsheet
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通过 Carta MCP 服务器下载投资组合公司和基金的 Carta 撕页(tear sheet)。

Update Note
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Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.

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按 ID 或名称部分更新 Carta CRM 中已有的投资人记录。

Update Fundraising
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Update Deal
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在 Carta CRM 中部分更新现有交易记录,仅修改用户指定的字段。
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将 PayPal、QuickBooks 或 Square 的销售数据转化为按优先级排序的 30 天内容简报。

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Performance Report
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