carta-co-investors
OfficialInteractive co-investor analysis from SPA data.
Finance & Accounting#portfolio analysis#fund management#interactive reports#co-investors#carta#spa documents
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Fund managers lack visibility into who is investing alongside them across their portfolio because co-investor data is buried in hundreds of Stock Purchase Agreements. This skill automatically extracts, normalizes, and analyzes that data from Carta's Document Intelligence to reveal your most frequent co-investors and their portfolio overlap.
Core Features & Use Cases
- Interactive Co-Investor Reports: Generate a self-contained HTML artifact showing top co-investors ranked by portfolio company overlap, with clickable drill-downs into each company's full investor breakdown.
- Canonical Investor Grouping: Automatically merges multiple legal vehicles from the same firm into a single canonical name so counts are accurate.
- Text-Only Analysis: Answer specific questions like "Who co-invested in [Company]?" or "Who are my top co-investors with >5% of a round?" without generating an artifact.
Quick Start
Ask the skill to show your most frequent co-investors across the portfolio, and it will load your SPA data and build the interactive report automatically.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 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-co-investors Download link: https://github.com/carta/plugins/archive/main.zip#carta-co-investors Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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