Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.
Install
npx skills add carta/plugins --skill carta-portfolio-alertsnpx skills add carta/plugins --skill carta-portfolio-alerts -a claude-code -gnpx skills add carta/plugins --skill carta-portfolio-alerts -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-cap-table/skills/carta-portfolio-alertsgh skill install carta/plugins carta-portfolio-alertsgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-cap-table/skills/carta-portfolio-alerts ~/.claude/skills/carta-portfolio-alerts # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-cap-table/skills/carta-portfolio-alerts ~/.agents/skills/carta-portfolio-alerts # Codex, Cursor, Gemini CLI, Copilot, OpenCode