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lookup-fund-portfolio

Extract structured portfolio company lists from public investment fund websites.

12|16|Updated Mar 26, 2026
Search Tags:#web scraping#investment research#due diligence#venture capital#fund data#company extraction#portfolio lookup
One-click install
npx skills add https://github.com/carta/plugins --skill lookup-fund-portfolio
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: lookup-fund-portfolio
Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/lookup-fund-portfolio
Command: npx skills add https://github.com/carta/plugins --skill lookup-fund-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about lookup-fund-portfolio

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

FAQPage Schema
How do I extract a list of portfolio companies from a venture capital fund website?▼

To extract portfolio companies from a venture capital fund website, use an automated web scraping tool that scans common fund paths like /portfolio or /companies and returns a structured list of company names. This process automatically handles URL normalization and duplicate removal.

What happens if a VC fund's portfolio page is hidden behind JavaScript or a login wall?▼

If a direct page fetch fails due to JavaScript rendering or login walls, web search fallback mechanisms are triggered to locate and retrieve the portfolio data. This ensures you still compile the fund investment data even from non-standard or hidden portfolio pages.

Can I save extracted fund portfolio data locally for due diligence auditing?▼

Yes, you can save extracted fund portfolio data locally for due diligence auditing. The retrieved results are saved as structured JSON files in a local directory, providing a verifiable audit trail for market research and competitive analysis workflows.

Does automated company extraction work on fund websites without standard /portfolio paths?▼

Yes, automated company extraction works on fund websites without standard /portfolio paths by applying multi-path portfolio page discovery. It scans various common paths and uses web search fallback to locate the investment data when standard directories are missing.

What is the best way to compile venture capital investment data for competitive analysis?▼

The best way to compile venture capital investment data for competitive analysis is using automated portfolio lookup tools that extract visible company names from public fund websites. This removes the manual inconsistency of navigating varying page structures and pagination.

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