lookup-fund-portfolio

Official

Extract VC fund portfolio company lists instantly.

Authorcarta
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Manually compiling portfolio company lists for investment funds is slow and inconsistent, as fund websites use varying page structures, pagination, and hidden content that is hard to locate and extract manually.

Core Features & Use Cases

  • Automated Portfolio Page Discovery: Scans common fund website paths (like /portfolio, /companies, /investments) to locate the correct page with portfolio data automatically.
  • Robust Fallback Handling: Uses web search if direct page fetching fails for JavaScript-heavy sites, login walls, or missing standard portfolio pages.
  • Auditable Local Storage: Saves structured JSON results to a local directory for tracking, verification, and future reference. Use case: If you are conducting due diligence on a venture capital fund and need a full list of their portfolio companies for a report, this skill automatically pulls all visible company names from the fund's website and saves the structured data for your records.

Quick Start

Ask the AI to look up the portfolio companies for the fund website https://examplevc.com and it will return the full structured list and save it locally for your audit trail.

Dependency Matrix

Required Modules

None required

Components

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: lookup-fund-portfolio
Download link: https://github.com/carta/plugins/archive/main.zip#lookup-fund-portfolio

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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