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carta-explore-data

Query Carta fund administration data with schema-validated SQL execution.

12|16|Updated Mar 26, 2026
Search Tags:#data warehouse#cap table#nav#fund performance#carta#fund admin#investor data
One-click install
npx skills add https://github.com/carta/plugins --skill carta-explore-data
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-explore-data
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-explore-data
Command: npx skills add https://github.com/carta/plugins --skill carta-explore-data

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about carta-explore-data

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

FAQPage Schema
How do I query fund performance metrics like IRR and TVPI from my Carta fund admin data?▼

You can query fund performance metrics like IRR, TVPI, DPI, and MOIC from your Carta fund admin data by using a single unified entry point that routes natural language requests to the central data warehouse. This provides safe, schema-validated SQL execution without needing multiple specialized tools.

Can I retrieve LP capital account rollforwards and portfolio company cap tables in one request?▼

Yes, you can retrieve LP capital account rollforwards and portfolio company cap tables in a single conversational request. The system automatically handles firm context setup and semantic layer routing to pull comprehensive investor data from the data warehouse.

What Carta investor data types are supported for querying through the data warehouse?▼

Supported Carta investor data types include NAV, cash flow statements, balance sheets, cap tables, portfolio company financials, 409A valuation history, investment holdings, and LP/partner capital account data for firm-level fund administration use cases.

Does the Carta data warehouse query tool validate firm access context before running SQL?▼

Yes, the tool applies context validation for firm access before executing SQL against the Carta data warehouse. It also provides automatic semantic layer routing and schema validation to ensure safe data retrieval.

What happens when a primary query path fails or returns unsupported fund admin data?▼

When a primary query tool returns errors, empty results, or unsupported data, the system applies fallback logic to automatically route the request through alternative query paths to retrieve the needed fund admin data.

How do I pull the latest NAV for all my funds as of the most recent month-end?▼

To pull the latest NAV for all funds as of the latest month-end, you simply ask for the current NAV in a conversational request. The system automatically routes the query to the correct semantic layer in the data warehouse to return the values.

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