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carta-market-benchmarks

Compute median, minimum, maximum, and range for portfolio investment metrics from Carta data.

12|16|Updated Mar 26, 2026
Search Tags:#investment analysis#venture capital#cap table#carta#portfolio benchmarks#safe terms#round sizes
One-click install
npx skills add https://github.com/carta/plugins --skill carta-market-benchmarks
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-market-benchmarks
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-market-benchmarks
Command: npx skills add https://github.com/carta/plugins --skill carta-market-benchmarks

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manually calculating aggregate statistics like median, average, and range across dozens of portfolio company metrics to benchmark new deal terms is time-consuming and prone to error. This Skill automates that process using your firm's existing Carta data.

Core Features & Use Cases

  • Aggregate Portfolio Statistics: Computes median, minimum, maximum, and range values for metrics including option pool size (as a percentage of fully diluted shares), SAFE valuation caps, average SAFE discount rates, and last priced round sizes across your portfolio.
  • Deal Term Comparison: Lets you compare individual company metrics against portfolio norms to sanity-check new investment terms, such as verifying if a proposed SAFE cap is in line with your existing portfolio's typical range.
  • Use Case: A venture capital analyst can use this Skill to quickly pull benchmark data for 15 portfolio companies in seconds, rather than manually exporting and calculating data from each company's cap table.

Quick Start

Use the carta-market-benchmarks skill to compute portfolio-wide benchmark statistics for option pool sizes, SAFE valuation caps, and last priced round sizes to compare a new deal's terms against your portfolio's typical ranges.

Frequently Asked Questions about carta-market-benchmarks

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

FAQPage Schema
How do I calculate portfolio benchmarks for venture capital deal terms?▼

To calculate portfolio benchmarks for venture capital deal terms, you can aggregate cap table data across your firms to compute median, minimum, maximum, and range values for option pool sizes, SAFE valuation caps, discount rates, and round sizes.

How do I compare a new SAFE valuation cap against my existing portfolio norms?▼

Comparing a new SAFE valuation cap against existing portfolio norms requires pulling aggregate statistics from your cap table data to identify the typical range and median values for similar deals across your portfolio companies.

Can I use Carta cap table data to benchmark option pool sizes?▼

Yes, you can use Carta cap table data to benchmark option pool sizes by calculating aggregate statistics as a percentage of fully diluted shares across up to 20 portfolio companies per invocation.

What is the maximum number of portfolio companies I can analyze for round size benchmarks?▼

The maximum number of portfolio companies you can analyze for round size benchmarks is 20 per invocation, with parallel execution of independent data fetch calls to optimize performance.

Do I need a Carta MCP server connection to compute investment metrics?▼

Yes, you need access to the Carta MCP server to compute investment metrics because it pulls cap table, convertible note, and financing history data to calculate aggregate portfolio benchmark statistics.

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