add-investor

What problem does it solve?

Manually adding investor records to Carta CRM is time-consuming, error-prone, and distracts from high-value investor relations and fund administration work. This skill automates the process by collecting investor details conversationally and creating records directly via the Carta CRM API.

Core Features & Use Cases

• Conversational Data Collection: Guides you through gathering required investor firm names and optional custom fields without manual form navigation.
• Custom Field Support: Automatically retrieves your tenant's configured custom investor fields to ensure all relevant data is captured during record creation.
• Batch Investor Creation: Supports adding multiple investor records in a single session for bulk onboarding workflows.
• Use Case: When onboarding 12 new limited partners to your fund, provide their firm names and custom details (website, location, industry) in conversation, and the skill will create all records in Carta CRM automatically.

Quick Start

Use the add-investor skill to create a new investor record for Sequoia Capital with the custom fields website set to https://sequoiacap.com, location set to Menlo Park, CA, and industry set to Venture Capital.