Carta Round History
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
Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.
- 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-cap-table/skills/carta-round-history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
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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 Explore Data
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透過查詢 Carta 資料倉儲並格式化結果，回答 Carta Web / Fund Admin 投資人資料問題。
Carta Download Tearsheet
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透過 Carta MCP 伺服器下載投資組合公司與基金的 Carta 撕頁（tear sheet）。
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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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依 ID 或名稱部分更新 Carta CRM 中既有的投資人紀錄。
Update Fundraising
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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.
更多Business & Finance技能
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串接現金流預測、逾期發票催款與薪資發放準備，讓業主在提交前確認薪資是否付得出來。
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審閱保密協議、主服務協議與供應商合約，以白話標出風險條款，並可匯出含修訂標記的 DOCX。
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