Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "full details on [name]", "tell me about [name]", "get investor by ID", "list investors", "what investors do we have", or "/search-investors".
Install
npx skills add carta/plugins --skill search-investorsnpx skills add carta/plugins --skill search-investors -a claude-code -gnpx skills add carta/plugins --skill search-investors -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/search-investorsgh skill install carta/plugins search-investorsgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/search-investors ~/.claude/skills/search-investors # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/search-investors ~/.agents/skills/search-investors # Codex, Cursor, Gemini CLI, Copilot, OpenCode