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carta-fund-forecasting

Retrieve fund performance and investment analytics from Carta Fund Forecasting via the Carta MCP server.

12|16|Updated Mar 26, 2026
Search Tags:#irr#fund performance#tvpi#fund administration#fund forecasting#tactyc#investment analytics
One-click install
npx skills add https://github.com/carta/plugins --skill carta-fund-forecasting
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-fund-forecasting
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-fund-forecasting
Command: npx skills add https://github.com/carta/plugins --skill carta-fund-forecasting

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires jq, and includes scripts (resource) components.

What problem does it solve?

Accessing Carta Fund Forecasting (Tactyc) fund performance and investment analytics data requires manual navigation of the web application, creating friction for fund managers and analysts who need quick, conversational access to key metrics like IRR, NAV, and per-investment returns.

Core Features & Use Cases

  • Read-only fund analytics: Query fund-wide KPIs including TVPI, DPI, gross/net IRR, MOIC, NAV, committed/contributed/called capital, management fees, and waterfall proceeds.
  • Per-investment insights: Retrieve per-portfolio-company metrics like MOIC, IRR, FMV, ownership percentage, holding period, round event details, and qualitative notes (CEO, commentary, board members).
  • Construction & forecast data: Access existing fund construction plans, sector profiles, and follow-on configuration via read-only queries.
  • Use Case: A fund administrator can ask "What's the current net IRR and NAV for Fund III?" or "Show me MOIC by company for the last 12 months" to get instant answers without exporting data from the web app.

Quick Start

Ask the carta-fund-forecasting skill for any fund performance metric, per-investment analytics, or construction plan data from your Carta Fund Forecasting account.

Frequently Asked Questions about carta-fund-forecasting

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

FAQPage Schema
How do I retrieve fund performance metrics like IRR and TVPI without logging into the web application?▼

You can retrieve fund performance metrics like IRR and TVPI by querying pre-computed fund analytics data conversationally. This provides instant access to fund-wide KPIs such as gross/net IRR, MOIC, NAV, and called capital without manual web application navigation.

What specific per-investment analytics can I access for my portfolio companies?▼

Per-investment analytics include per-portfolio-company metrics such as MOIC, IRR, FMV, ownership percentage, holding period, and round event details. You can also retrieve qualitative notes including CEO commentary and board members for each investment.

Does this skill support querying fund construction and forecast data?▼

Yes, this skill supports querying fund construction and forecast data. You can access existing fund construction plans, sector profiles, and follow-on configuration through read-only queries against your Carta Fund Forecasting account.

Can I use this skill with my standard Carta Web or Fund Admin account?▼

No, this skill is strictly distinct from Carta Web and Fund Admin. It exclusively queries data hosted in the Carta Fund Forecasting (Tactyc) domain, meaning it will not work with standard Carta Fund Administration accounts.

What dependencies are required to run the Carta Fund Forecasting analytics queries?▼

The skill requires the jq command-line JSON processor as a dependency to function. This allows the script components to parse and query the investment analytics data retrieved via the Carta MCP server.

Are there limitations on modifying fund construction plans through this conversational interface?▼

Yes, the primary limitation is that access is strictly read-only. You can query and retrieve existing fund construction plans, sector profiles, and KPIs, but you cannot modify or update configurations directly through this interface.

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