update-investor

What problem does it solve?

Manually updating investor records in Carta CRM is time-consuming and risks overwriting existing data when making small, targeted changes.

Core Features & Use Cases

• Partial Update Logic: Only modify the fields you explicitly provide, leaving all other investor data untouched to prevent accidental data loss.
• Flexible Investor Lookup: Resolve investor IDs automatically from names if not provided, with user confirmation for ambiguous search results.
• Custom Field Support: Update both standard fields (firm name) and custom fields (website, location, tags, etc.), with automatic schema lookup if you don't know the relevant field IDs. Use case: After closing a Series B funding round, you can quickly add a "series-b" tag and update an investor's website without altering their existing contact details or performance history.

Quick Start

Use the update-investor skill to add a "series-a" tag and update the website for the investor Sequoia Capital.