Data collection for an investment firm's portfolio companies — asking them for financials, KPIs and documents, and managing what has been asked. TRIGGER on data collection, collecting financials or KPIs, requesting or chasing portfolio company reporting, or a company's reporting setup — including the roster ("which companies do I collect from"), a send ("send this period's requests"), a schedule…
Install
npx skills add carta/plugins --skill carta-data-collectionnpx skills add carta/plugins --skill carta-data-collection -a claude-code -gnpx skills add carta/plugins --skill carta-data-collection -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-data-collectiongh skill install carta/plugins carta-data-collectiongit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-data-collection ~/.claude/skills/carta-data-collection # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-data-collection ~/.agents/skills/carta-data-collection # Codex, Cursor, Gemini CLI, Copilot, OpenCode