search-investors
OfficialQuickly find Carta CRM investor records.
Finance & Accounting#cap table#investor search#carta crm#investor lookup#crm query#investor records#investor management
Authorcarta
Version1.0.0
Installs0
System Documentation
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".
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: search-investors Download link: https://github.com/carta/plugins/archive/main.zip#search-investors Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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