carta-budget-scenarios
OfficialBuild what-if budget scenarios in Excel
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill eliminates the tedious manual work of building what-if budget scenarios in Excel, allowing finance teams to model trim options, growth levers, and combined impacts without starting from scratch.
Core Features & Use Cases
- Trim Scenarios: Model headcount reductions, revenue shocks, and cost rebalancing to hit cash targets.
- Growth Scenarios: Simulate new fund raises and expansion hires with live formulas that update automatically.
- Stacked Analysis: Combine multiple levers (e.g., fund raise plus hires) to see net P&L and cash impact.
- Use Case: A CFO asks what would happen if they raise a $500M fund and hire 5 FTEs, and this Skill builds the scenario columns, cash-impact summary, and recommended option directly in the existing budget workbook.
Quick Start
Use the carta-budget-scenarios skill to model three trim options on your open Excel budget workbook and show the cash-impact summary for each.
Dependency Matrix
Required Modules
None requiredComponents
referencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: carta-budget-scenarios Download link: https://github.com/carta/plugins/archive/main.zip#carta-budget-scenarios Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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