carta-explore-data
OfficialUnlock Carta fund admin and investor data insights.
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill removes the friction of accessing Carta fund administration and investor data by providing a single, unified entry point for querying the central data warehouse, eliminating the need to switch between multiple specialized skills or tools for different data types.
Core Features & Use Cases
- Comprehensive data coverage: Acts as the default primary skill for all Carta Web / Fund Admin queries, supporting NAV, fund performance (IRR, TVPI, DPI, MOIC), cash flow statements, balance sheets, cap tables, portfolio company financials, 409A valuations, investment holdings, and LP/partner capital account data.
- Intelligent query routing: Automatically selects the correct semantic layer for the user's question, handles firm context setup, and falls back to alternative query paths when primary tools return errors, empty results, or unsupported data.
- Real-world use case: A fund administrator can use this Skill to pull the latest performance metrics for all funds, generate a partner rollforward for a specific LP, or retrieve a full cap table for a portfolio company in a single conversational request.
Quick Start
Use the carta-explore-data skill to pull the current NAV and TVPI for all your funds as of the latest month-end.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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-explore-data Download link: https://github.com/carta/plugins/archive/main.zip#carta-explore-data Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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