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search-investors

Retrieve targeted investor records from the Carta CRM platform via API.

12|16|Updated Mar 26, 2026
Search Tags:#cap table#investor search#carta crm#investor lookup#crm query#investor records#investor management
One-click install
npx skills add https://github.com/carta/plugins --skill search-investors
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: search-investors
Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/search-investors
Command: npx skills add https://github.com/carta/plugins --skill search-investors

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Manually sifting through the Carta CRM to locate specific investor details is time-consuming and error-prone, especially when managing large investor lists or preparing for investor relations tasks.

Core Features & Use Cases

  • Dual Search Modes: Look up investors either by their unique ID for instant single-record access, or by name/keyword to browse matching results.
  • Structured Result Display: Returns all non-empty investor fields including ID, name, custom fields, and timestamps in an easy-to-read format.
  • Use Case: For example, if you are preparing for a quarterly investor update, you can search for all investors tagged "series-a" to pull their contact details and recent activity in seconds.

Quick Start

Use the search-investors skill to look up all investor records matching the name "Sequoia Capital".

Frequently Asked Questions about search-investors

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

FAQPage Schema
How do I search for specific investor records in Carta CRM?▼

Querying Carta CRM investor records requires either a unique investor ID for instant access or name keywords to browse matching results. The search returns structured data including IDs, names, custom fields, and timestamps.

Why does manual investor lookup take so long in Carta CRM?▼

Manual investor lookup takes so long because sifting through large investor lists in Carta CRM is time-consuming and error-prone. Automating this query via API eliminates manual record searching and returns structured data instantly.

Can I find investors by keyword tags for cap table management tasks?▼

Finding investors by keyword tags for cap table management is supported through keyword search mode. This retrieves all matching Carta CRM records including custom fields and timestamps for investor relations tasks.

What investor data fields are returned from a Carta CRM query?▼

A Carta CRM query returns all non-empty investor fields including the unique ID, investor name, custom fields, and timestamps. This structured data is retrieved via the Carta CRM public API for downstream use.

Does the Carta CRM public API support investor lookup by unique ID?▼

The Carta CRM public API supports investor lookup by unique ID for instant single-record access. This query mode retrieves the specific investor profile alongside its associated custom fields and timestamps.

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