carta-reporting-excel

What problem does it solve?

This skill eliminates the tedious manual work of formatting raw Carta report data into professional, branded Excel spreadsheets with correct number formats, live aggregation formulas, and official Carta branding, removing the need to manually adjust spreadsheets after data export.

Core Features & Use Cases

• Branded Excel Generation: Creates Excel files with the Carta logo, custom styled headers, auto-filters, and standardized formatting for dates, currencies, percentages, and integers per Carta's brand guidelines.
• Live Aggregation Formulas: Supports SUM, AVERAGE, MIN, MAX, and COUNTA formulas for total rows instead of hardcoded values, so stakeholders can adjust filters and ranges without breaking calculations.
• Multi-Sheet Support: Exports multiple report tabs (e.g., Equity Grants, Vesting Schedule) in a single Excel file with configurable sorting, columns, and per-sheet settings.
• Use Case: For example, a finance team can use this skill to export a securities ledger report for investor reviews, with all Carta branding and live totals pre-configured, saving hours of manual spreadsheet formatting work.

Quick Start

Use the carta-reporting-excel skill to export the current Carta cap table report to a branded Excel file with the columns and totals you specified.