Carta Explore Data
作者 carta6ab81016389c無授權條款14 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新
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.
- 6ab81016389c目前提交 6ab8101發布於 2026年10月8日
來源與署名
來源：carta/plugins位於plugins/carta-investors/skills/carta-explore-data提交6ab8101
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 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
透過 Carta MCP 伺服器下載投資組合公司與基金的 Carta 撕頁（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
依 ID 或名稱部分更新 Carta CRM 中既有的投資人紀錄。
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 中部分更新既有交易紀錄，只修改使用者指定的欄位。
更多Data & Analytics技能
Content Strategy
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把 PayPal、QuickBooks 或 Square 的銷售資料轉成排序過的 30 天內容簡報。
Cash Flow Snapshot
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依據帳簿、支付平台或 CSV 資料產出 30/60/90 天現金流預測，含信心區間與具名風險提示。
Pipeline Review
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依階段檢視 CRM 銷售管道健康狀況，標記老化、停滯與高風險商機並檢查覆蓋率。
Metrics Review
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檢視產品指標，分析趨勢並與目標對比，產出附建議行動的指標計分卡。
Performance Report
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產出營銷成效報告，包含關鍵指標、趨勢分析、成功與不足之處，以及依優先順序排列的優化建議。
People Report
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根據人力資料產出員額編制、流失率、多元性與組織健康度等人才分析報告。