All Agent Skills
41,263 results
- Carta Consolidating Financial ReportsCartaBuilds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together. Resolves the firm, entities, reporting period, and target workbook, then builds the chosen report(s).
- Carta Conversion CalculatorCartaCalculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in a priced round, or what happens to outstanding SAFEs and notes when a new round closes. Do NOT use for exit/sale/acquisition payouts at a sale price.
- Carta Crm Home BuildCartaPublishes the Carta CRM Home as a live artifact — a standalone page, at a stable URL, showing pipeline by stage, recent deals and contacts, object counts, latest notes and this week's meetings. The page reads the CRM itself through a read-only grant, so it refreshes whenever a viewer opens it.
- Carta Data CollectionCartaData 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…
- Carta Discover CommandsCartaMETA-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available. NEVER use this skill for any request that names a cap-table topic (stakeholders, grants, vesting, SAFEs, notes, valuations, ownership, waterfall, financing, exposure, etc.) — those are always direct data requests, even if the user phrases them vaguely.
- Carta Download TearsheetCartaDownload tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead when it is installed.
- Carta Explore DataCartaPRIMARY 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.
- Carta Fund Admin RequestsCartaSend work to your Carta Fund Admin team and track it. Opens a request the team reads, acts on, and replies to — the off-ramp for anything no other Carta skill or command can do. TRIGGER: "ask Carta to", "have Carta do", "send this to my fund admin", "ask my fund admin team", "can Carta do this for me", "check on my request", "did Carta reply", "what requests do I have open", "reply to Carta"…
- Carta Fund ForecastingCartaFund Forecasting (Tactyc) read-only analytics — fund performance and per-investment metrics for funds IN FUND FORECASTING (Tactyc) ONLY. A SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use carta-explore-data for those (data-warehouse, cap-table, accounting) queries.
- Carta Fund ModelingCartaSpin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES. Tabs: Overview (fund-family rollup, pacing, concentration), Companies (per-company repricing, LP make-whole waterfall, carry banking, partial sales), Exit & IRR (exit scenarios, XIRR, GP & LP returns, per-fund…
- Carta Fund PerformanceCartaPublishes a standalone Fund Performance live artifact for the user's Carta firm — a page that opens directly on the fund performance table and fetches its data live from Carta each time it is opened. Use when the user asks for a fund performance dashboard, page, or artifact they can keep open and re-share.
- Carta Grant VestingCartaFetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate vesting.
- Carta Hmrc LimitsCartaReport a UK company's HMRC EMI/CSOP limit usage. Use when asked how much EMI allowance is left, whether the company is near the £6m EMI limit, who is close to or over their £250k individual limit, CSOP headroom, or whether a planned grant fits.
- Carta Home BuildCartaBuilds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. Summary cards for Schedule of Investments, Fund Performance, P&L, Balance Sheet, LP Reporting, Portfolio Valuations, ManCo actuals and Form ADV, plus a Skill Directory of copyable prompts. Auto-detects the active firm from the Carta MCP context.
- Carta Interaction ReferenceCartaCarta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any other topic).
- Carta Interaction Reference CoreCartaThe non-negotiable half of Carta's AI agent interaction rules — financial precision, data provenance, the AI-computation gate, how to confirm, and trust & safety. Loaded ONCE per conversation, before any response that presents or writes Carta financial data. Sufficient on its own for write flows; a flow that also shapes voice and tone loads carta-interaction-reference, the superset, instead.
- Carta IssuanceCartaIssue securities on a Carta cap table. Use when the user asks to issue certificates, stock certificates, option grants (ISO, NSO, EMI, CSOP, Unapproved, Startup Concessions, Non-Concessional, ZEPO), profits interest units (PIUs), to draft shares, grants or units, or to resume issuing from a draft set.
- Carta Loan DashboardCartaLoan portfolio dashboard as a persistent Cowork artifact — KPI tiles and every loan in the portfolio, data from Carta via the MCP. This is the LOAN portfolio (borrowers, advances, commitments). Do NOT use for LP investment portfolios.
- Carta MancoCartaManCo (management company) budgeting in Excel for Carta Fund Admin firms. TRIGGER: build/create/draft a budget, pull/import the budget, add/refresh actuals, interleave Budget/Actual/Variance, sub-account drill-down, pacing/variance analysis, "what did we spend on [X] YTD", "where did we overspend", what-if/scenario modeling (headcount, revenue shocks).
- Carta Manco ReportingCartaVisual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data. TRIGGER: any ManCo dashboard/microapp/report/financials ask under ANY verb (spin up, open, launch, build, create, run) — P&L drill-down, expenses, Budget vs Actuals (or Monthly Actuals by GL account with no budget), Management Fee Income by Fund, income-vs-expenses charts, journal-entry detail.
- Carta Market BenchmarksCartaComputed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.
- Carta Portfolio AlertsCartaTime-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.
- Carta Portfolio Analytics AppCartaSpin up an interactive local web console for firm-wide PORTFOLIO-COMPANY ANALYTICS over Carta Fund Admin + Data Collection data — a React app (read, plus inline KPI corrections published to Carta) spanning operating KPIs, valuation, cap tables, risk and benchmarking.
- Carta Portfolio Analytics RoutingCartaRoutes to the Portfolio Analytics App, Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "portfolio analytics app", "analytics app", "portfolio analytics dashboard", "KPI dashboard", "company KPIs", "portfolio console", "microapp", "portfolio analytics for [firm]", "SOI", "schedule of investments", "fund holdings", "what is the fund invested in"…