Updates an existing investor record in the Carta CRM. Use this skill when the user says things like "update an investor", "edit investor", "update investor details", "change investor name", "update investor website", "update investor fields", "add a tag to investor", or "/update-investor". Accepts an investor ID or name (will search if no ID provided).
Install
npx skills add carta/plugins --skill update-investornpx skills add carta/plugins --skill update-investor -a claude-code -gnpx skills add carta/plugins --skill update-investor -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/update-investorgh skill install carta/plugins update-investorgit 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/update-investor ~/.claude/skills/update-investor # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/update-investor ~/.agents/skills/update-investor # Codex, Cursor, Gemini CLI, Copilot, OpenCode