carta-form-adv
OfficialGenerate Form ADV filing guides and Excel references.
System Documentation
What problem does it solve?
Preparing SEC Form ADV Part 1A filings requires pulling regulatory AUM, Schedule D fund details, investor demographics, and asset composition from multiple sources, then formatting everything correctly for IARD entry. This Skill automates the entire data retrieval and artifact generation process, eliminating manual spreadsheet work and reducing filing errors.
Core Features & Use Cases
- Interactive HTML Filing Guide: Generates a tabbed, print-ready HTML document with Firm Overview (Items 5.D, 5.F, 5.H), Per-Fund Schedule D §7.B.(1) detail, and a 10-step IARD Checklist. Blue badges indicate Carta-filled values; orange badges flag manual entry fields.
- Excel Filing Reference: Produces a multi-sheet workbook (Firm Overview, Per-Fund Detail, Investor Demographics, Asset Composition, Manual Fields) with color-coded cells for direct IARD entry.
- Point-in-Time Accuracy: Uses month-end NAV calculations and partner membership data filtered to the user's reporting date, ensuring investor counts and NAV reflect the exact filing date rather than current snapshots.
Quick Start
Use the carta-form-adv skill to pull Form ADV data for your reporting date and generate the interactive filing guide and Excel reference.
Dependency Matrix
Required Modules
Components
💻 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-form-adv Download link: https://github.com/carta/plugins/archive/main.zip#carta-form-adv Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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