PRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other skill for Carta Web / Fund Admin data. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balance sheets, cap tables, ownership %, shareholders, 409a valuations, FMV, MOIC, fund holdings, financing rounds, convertible notes, SAFEs.
Install
npx skills add carta/plugins --skill carta-explore-datanpx skills add carta/plugins --skill carta-explore-data -a claude-code -gnpx skills add carta/plugins --skill carta-explore-data -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-explore-datagh skill install carta/plugins carta-explore-datagit 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-explore-data ~/.claude/skills/carta-explore-data # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-explore-data ~/.agents/skills/carta-explore-data # Codex, Cursor, Gemini CLI, Copilot, OpenCode