carta-performance-benchmarks

Name: carta-performance-benchmarks
Availability: InStock
Author: Carta

Compare fund performance metrics against peer benchmark cohorts.

12|16|Updated Mar 26, 2026

Search Tags:#performance metrics #peer comparison #tvpi #fund analysis #percentile ranking #fund benchmarking #net irr

Ready to run

npx skills add https://github.com/carta/plugins --skill carta-performance-benchmarks

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: carta-performance-benchmarks
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-performance-benchmarks
Command: npx skills add https://github.com/carta/plugins --skill carta-performance-benchmarks

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about carta-performance-benchmarks

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

FAQPage Schema

How do I benchmark fund performance against peer cohorts?▼

To benchmark fund performance, compare Net IRR, TVPI, MOIC, and DPI metrics against peer groups filtered by vintage year, AUM bucket, and entity type. This yields percentile rankings showing where a fund stands within its cohort.

What is peer cohort benchmarking for private fund metrics?▼

Peer cohort benchmarking compares a fund's Net IRR, TVPI, MOIC, and DPI against comparable funds by filtering for vintage year, AUM size, and entity type. It generates percentile band labels to show relative performance within the cohort.

Can I filter fund benchmarking by vintage year and entity type?▼

Yes, you can filter fund benchmarking peer cohorts by vintage year, AUM bucket, and entity type such as Fund or SPV. This ensures the percentile rankings and peer comparisons accurately reflect the specific market segment.

Do I need a specific data source to calculate fund percentile rankings?▼

Yes, calculating fund percentile rankings requires access to the Carta MCP server and a valid fund name to query the FUND_ADMIN.TEMPORAL_FUND_COHORT_BENCHMARKS data warehouse table. This provides the authoritative benchmark data needed for comparison.

What's the best way to compare Net IRR and TVPI against similar funds?▼

The best way to compare Net IRR and TVPI against similar funds is using an automated peer benchmarking process that queries a temporal fund cohort data warehouse. This eliminates manual analysis and instantly generates accurate percentile rankings.

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