Claude Skills by carta

Generates a brand board from a firm's website URL and optional user-provided assets. Analyzes the website to extract theme colors, typography, logos, and imagery, then produces a polished brand board as an HTML artifact, PDF, slide deck, or React component. Trigger phrases: "build a brand board", "create a brand board", "generate a brand board", "extract brand identity", "brand board from website", "visual identity from URL", "brand guidelines from site", "analyze brand from website", "brand ...

Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company. Trigger phrases: "co-investors", "coinvestors", "who are my co-investors", "who else invested", "co-investors by stage/round", "co-investors on Aumni". Use instead: carta-explore-data for general fund/investment/portfolio data — this skill is specifically for co-investor ("who else invested alongside us") analysis.

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing. NOT FOR: 409A valuations, cap table ownership, LP reporting, fund financials, performance benchmarks, SPA document views, SPA ...

Builds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together. Resolves the firm, the entities to include, the reporting period, and the target workbook, then builds the chosen report(s). TRIGGER on "consolidating financial reports", "consolidating P&L", "firm-wide income statement", "P&L for all entities", "P&L by tag", "P&L by department", "consolidating balance sheet", "BS by entity"...

Download tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead.

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 ar...

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) t...

Fund Forecasting (Tactyc) read-only analytics — fund performance and per-investment metrics for funds IN FUND FORECASTING (Tactyc) ONLY. A SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use carta-explore-data for those (data-warehouse, cap-table, accounting) queries. Metrics: TVPI, DPI, RVPI, gross/net IRR, MOIC, NAV, unrealized FMV, realized proceeds, committed/contributed/called capital, planned reserves, management fees & expenses, waterfall tiers and net procee...

Spin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES, with five tabs: Overview (fund-family rollup, investment pacing, concentration), Companies (per-company repricing + LP make-whole waterfall + carry banking, plus an exit plan of dated partial sales, each at its own price — secondary proceeds off the table before the exit), Exit & IRR (exit scenarios, XIRR, ...

Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. Shows a live Schedule of Investments, Fund Performance benchmarks, P&L (from STATEMENT_OF_OPS), Balance Sheet (from MONTHLY_NAV_CALCULATIONS), LP Reporting, Portfolio Valuations (top holdings by MOIC), ManCo expense actuals by category, Form ADV regulatory AUM, and a Skill Directory with one-click copyable prompts. The artifact auto-detects the active firm from the Carta MCP context —...

Visual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data. TRIGGER: any ManCo dashboard/microapp/report/financials ask under ANY verb (spin up, open, launch, build, create, run) — P&L drill-down, expenses, Budget vs Actuals, Management Fee Income by Fund, income-vs-expenses charts, journal-entry detail. DISAMBIGUATION: "build" means render this dashboard, not draft a budget, so a microapp/dashboard ask ALWAYS routes here, firm named or not; a generic ...

ManCo (management company) budgeting in Excel for Carta Fund Admin firms. TRIGGER: build/create/draft a budget, pull/import the budget, add/refresh actuals, interleave Budget/Actual/Variance, sub-account drill-down, pacing/variance analysis, "what did we spend on [X] YTD", "where did we overspend", what-if/scenario modeling (headcount, revenue shocks). ALSO fires on ANY generic management-company ask naming no specific report AND no visual surface, and shows the capability menu: "help with ou...

Routes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "SOI", "schedule of investments", "fund holdings", "what is the fund invested in", "portfolio breakdown", "co-investor", "coinvestor", "who co-invested", "who else invested", "co-investors by stage", "performance benchmark", "peer comparison", "fund percentile", "IRR vs peers", "TVPI benchmark", "how does my fund stack up", /carta-portfolio-analytics-routing. NOT FOR: portfolio valuations/mark...

SPA coverage audit across your portfolio — categorizes every equity investment as missing, unexecuted, executed, or not needed. Use when asked about SPA coverage, missing SPAs, unexecuted SPAs, or document completeness.

Builds or rebuilds the Carta Workhub live artifact — a standalone Cowork view of the work a firm has sent its Carta fund admin team. Shows a request composer over a queue grouped into Tasks to complete (waiting on you), In progress (Carta is working), and a collapsed Completed, with a thread view for each request. The artifact auto-detects the active firm from the Carta MCP context — no hardcoded firm name needed. Use this skill whenever the user asks to "build the carta workhub artifact", "r...