carta-performance-benchmarks
OfficialBenchmark fund performance against peer cohorts instantly.
Finance & Accounting#performance metrics#peer comparison#tvpi#fund analysis#percentile ranking#fund benchmarking#net irr
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually comparing fund performance metrics like Net IRR and TVPI against relevant peer groups is time-consuming and prone to error, especially when filtering by vintage year, AUM size, and entity type. This Skill automates that process to deliver accurate, up-to-date benchmark comparisons in seconds.
Core Features & Use Cases
- Peer Cohort Benchmarking: Compare Net IRR, TVPI, MOIC, and DPI against peer groups filtered by vintage year, AUM bucket, and entity type (Fund or SPV).
- Percentile Ranking: Get clear percentile band labels (e.g. top 10th percentile, above median) to understand how a fund stacks up against its cohort.
- Use Case: A fund manager can quickly assess if their 2021 vintage Fund II's DPI is above the median for its peer group to prepare for investor updates.
Quick Start
Use the carta-performance-benchmarks skill to compare Fund I's Net IRR against its 2020 vintage peer cohort and show its current percentile ranking.
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-performance-benchmarks Download link: https://github.com/carta/plugins/archive/main.zip#carta-performance-benchmarks Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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