carta-market-benchmarks

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.