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carta-download-tearsheet

Generate and download Carta tear sheets for portfolio companies and funds.

12|16|Updated Mar 26, 2026
Search Tags:#document generation#mcp server#tearsheet#bulk download#fund administration#carta#portfolio companies
One-click install
npx skills add https://github.com/carta/plugins --skill carta-download-tearsheet
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-download-tearsheet
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-download-tearsheet
Command: npx skills add https://github.com/carta/plugins --skill carta-download-tearsheet

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manually generating and downloading tear sheets for multiple portfolio companies and funds on Carta is time-consuming and inefficient, especially for fund administrators managing large portfolios with regular reporting needs.

Core Features & Use Cases

  • Interactive Template & Company Selection: Lets users choose from available firm-specific tear sheet templates and select specific portfolio companies or all companies across funds via guided prompts.
  • Bulk Async Processing: Handles bulk tear sheet generation for multiple companies with background job polling, timeout handling, and temporary download link delivery.
  • Use Case: A fund administrator can generate tear sheets for all 50 portfolio companies in their active Carta firm context in minutes, instead of downloading each report individually.

Quick Start

Ask the AI to download a tear sheet for a specific portfolio company or all portfolio companies in your Carta firm.

Frequently Asked Questions about carta-download-tearsheet

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I bulk download tear sheets for portfolio companies on Carta?▼

To generate Carta tear sheets for multiple portfolio companies, the Skill runs background polling jobs across your active firm context and delivers expiring download links for each selected report.

Do I need an active Carta MCP server connection to generate fund tear sheets?▼

Yes, an active Carta MCP server connection and a valid firm context are required to execute asynchronous download jobs and access the generated portfolio company tear sheets.

Can I select specific portfolio companies when downloading Carta tear sheets?▼

Yes, you can select specific portfolio companies or all companies across funds via guided prompts, allowing targeted tear sheet generation for individual entities or the entire portfolio at once.

What is the best way to automate fund administration tear sheet generation across multiple portfolio companies?▼

Using an AI-driven bulk processing Skill automates fund administration tear sheet generation by applying background job polling to Carta platform data, replacing manual individual downloads with batch temporary link delivery.

Why does bulk tear sheet generation use temporary download links?▼

Bulk tear sheet generation uses temporary download links because the asynchronous background jobs deliver expiring links, ensuring secure access to generated portfolio reports without maintaining permanent file storage.

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