carta-investors-tutorial
OfficialMaster Carta investors plugin in 5 minutes
Finance & Accounting#investor prep#lp reporting#carta-investors#plugin tutorial#fund benchmarking#tear sheets
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
New users of the carta-investors plugin often struggle to understand its capabilities and how to leverage it for fund administration tasks, requiring hours of manual documentation review and trial and error to get started.
Core Features & Use Cases
- Interactive Guided Walkthrough: Gate-based, step-by-step tutorial that pauses for user confirmation before proceeding to each section.
- Setup Verification: Built-in authentication check to confirm the plugin is properly configured before demonstrating workflows.
- Real-World Scenario Demos: Covers three common fund use cases: fundraising performance benchmarking against peer cohorts, bulk portfolio company tear sheet generation for LP reporting, and pre-investor call data aggregation for meeting preparation.
- Common Query Handling: Answers plugin capability questions, out-of-scope clarifications, and conceptual fund metric definitions (e.g., "what is a migration event") without requiring data warehouse access.
Quick Start
Say "show me the investors tutorial" to launch the interactive walkthrough of the carta-investors plugin.
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-investors-tutorial Download link: https://github.com/carta/plugins/archive/main.zip#carta-investors-tutorial Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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