carta-reporting
OfficialGenerate custom cap table reports instantly.
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill eliminates the tedious manual work of exporting, formatting, and analyzing cap table data from Carta, saving finance and operations teams hours of repetitive spreadsheet effort.
Core Features & Use Cases
- Custom Report Generation: Pull grants, vesting schedules, stakeholders, securities, SAFEs, and round history into filtered, sorted reports tailored to your needs.
- Live Artifact or Excel Export: Deliver results as interactive live artifacts in Claude Desktop or branded Excel files in Claude Code.
- Use Case: A CFO needs to see all option grants in 2024 that are more than 50% vested with exercise prices and vesting schedules — this Skill builds that report instantly without SQL or manual exports.
Quick Start
Use the carta-reporting skill to show me all grants this year for Acme Corp.
Dependency Matrix
Required Modules
requests
Components
scriptsassets
💻 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-reporting Download link: https://github.com/carta/plugins/archive/main.zip#carta-reporting Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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