Extract SEC Form ADV Part 1A data from Carta and generate HTML and Excel filing guides.
npx skills add https://github.com/carta/plugins --skill carta-form-adv
Please help me install this Agent Skill. Skill: carta-form-adv Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-form-adv Command: npx skills add https://github.com/carta/plugins --skill carta-form-adv
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.
Use the carta-form-adv skill to pull Form ADV data for your reporting date and generate the interactive filing guide and Excel reference.
High-intent search queries and answers about installing and using this skill.
You can automate SEC Form ADV Part 1A data extraction by using tools that pull regulatory AUM and Schedule D fund details directly from fund administration systems, formatting them for IARD entry. This eliminates manual spreadsheet work and reduces filing errors.
Point-in-time NAV calculation for Form ADV regulatory AUM uses month-end NAV values and partner membership data filtered to your specific reporting date. This ensures investor counts and NAV reflect the exact filing date rather than current snapshots.
Yes, you can generate a multi-sheet Excel reference for Schedule D §7.B.(1) per-fund detail. The workbook includes Firm Overview, Per-Fund Detail, Investor Demographics, and Asset Composition sheets with color-coded cells for direct IARD entry.
An interactive HTML filing guide for Form ADV Part 1A includes Firm Overview aggregates for Items 5.D, 5.F, 5.H, Per-Fund Schedule D §7.B.(1) detail, and a 10-step IARD Checklist. Blue badges indicate auto-filled values while orange badges flag manual entry fields.
This Form ADV preparation workflow is designed to extract and format data directly from Carta fund administration systems. It applies to private fund advisers preparing annual amendments requiring Schedule D detail and firm-level aggregates.
Automating Schedule D §5.K.(1) asset composition relies on point-in-time NAV calculations and partner membership data from the reporting date. While it automates data retrieval, orange badges in the generated HTML and Excel files still identify fields requiring manual IARD entry.
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