carta-portfolio-alerts
OfficialInstantly surface portfolio risks and red flags
Finance & Accounting#portfolio risk#cap table#option pool#convertible notes#portfolio health#409a valuation#SAFE exposure
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually tracking time-sensitive risks across multiple portfolio companies is tedious and prone to oversight, leading to missed expirations, unaddressed dilution risks, and compliance gaps.
Core Features & Use Cases
- Automated portfolio-wide risk scanning: Checks all portfolio companies for expiring 409A valuations, low option pools, maturing convertible notes, and high unconverted SAFE exposure in a single run.
- Prioritized severity classification: Ranks findings as critical, warning, or info based on industry-standard thresholds to help you focus on the most urgent issues first.
- Use case: A venture capital analyst can use this skill to quickly identify which portfolio companies have 409As expiring in the next 90 days, option pools below the 2% critical threshold, or notes maturing soon, instead of pulling and reviewing data from each company individually.
Quick Start
Ask the AI to run a full portfolio health check to get a prioritized list of time-sensitive risks, expiring items, and required actions across all your portfolio companies.
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-portfolio-alerts Download link: https://github.com/carta/plugins/archive/main.zip#carta-portfolio-alerts Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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