
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.
添加到 SourceWeft 工作区
- 在控制台中打开该技能,并将它添加到工作区。
- 为需要使用它的对话启用该技能。
该技能仅含说明:不附带任何可执行的脚本。
添加到 SourceWeft系统会先要求你登录,然后直接带你回到这个技能。
让你的智能体来安装
把这段提示词粘贴到 Claude Code、Codex、Cursor 或其他能运行命令的智能体中,也可以粘贴到 SourceWeft 对话里。智能体会阅读这个技能的安装说明,向你展示它的来源、许可证和脚本情况,在你同意后用 SourceWeft CLI 安装。
阅读 https://sourceweft.com/skills/gh-carta-plugins-carta-explore-data/install.md 中的说明,按说明安装这个技能。安装前先告诉我它的来源、许可证以及是否附带脚本,等我确认。修改我电脑上的其他任何内容之前也要先问我。用命令行自行安装
适用于 Claude Code、Codex、Cursor 及其他本地智能体。SourceWeft CLI 会从源代码仓库中获取此处扫描过的那次提交,并根据扫描时记录的哈希值逐一校验每个文件。只要有任何不一致,就不会写入任何内容。
npx @sourceweft/cli skills install gh-carta-plugins-carta-explore-data添加 --agent claude-code、codex、cursor 或 universal 来选择安装给哪个智能体(默认为 Claude Code)。
上游安装器——未经 SourceWeft 校验
开源的 skills 安装器会获取同一个固定的提交,但不会根据 SourceWeft 记录的哈希值校验文件。
npx skills add https://github.com/carta/plugins/tree/6ab81016389cac69e03ed79114d75f31bc8e7bfd/plugins/carta-investors/skills/carta-explore-data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

Carta Fund Admin Requests
carta
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
carta
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
carta
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.

Update Investor
carta
按 ID 或名称部分更新 Carta CRM 中已有的投资人记录。

Update Fundraising
carta
Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

Update Deal
carta
在 Carta CRM 中部分更新现有交易记录,仅修改用户指定的字段。
更多Data & Analytics技能

Content Strategy
anthropics
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。

Cash Flow Snapshot
anthropics
根据账簿、支付平台或 CSV 数据生成 30/60/90 天现金流预测,含置信区间和具名风险提示。

Pipeline Review
anthropics
按阶段审查 CRM 销售管道健康状况,标记老化、停滞和高风险商机并检查覆盖率。

Metrics Review
anthropics
审阅产品指标,分析趋势并与目标对比,输出带建议行动的指标记分卡。

Performance Report
anthropics
生成营销表现报告,包含关键指标、趋势分析、成败总结以及按优先级排序的优化建议。

People Report
anthropics
根据人力数据生成人员编制、流失率、多元化和组织健康度等人才分析报告。