carta-explore-data
Skill from carta/plugins
Install
npx skills add carta/plugins --skill carta-explore-data
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install carta-investors@carta-plugins
This skill is part of the plugin “carta-investors”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the carta-explore-data skill do?
Description from the SKILL.md in the source repository.
Questions about carta-explore-data
What does the carta-explore-data skill do?
PRIMARY and DEFAULT skill for ALL Carta investors data queries — use for Carta Web / Fund Admin data. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balance sheets, cap tables, shareholders, 409a valuations, FMV, MOIC, fund holdings, financing rounds, convertible notes, SAFEs. Prefer over carta-soi for data queries; over carta-portfolio-valuations for read-only valuation/MOIC/investment data; over carta-lp-dashboard unless asked by name; over carta-consolidating-financial-reports for single-fund balance sheets. Use instead: carta-lp-summary for the LP Summary page ("build the LP summary for [firm]"); carta-portfolio-ownership for ownership %; carta-co-investors for "who else invested"; carta-waterfall-modeling for exit-waterfall / "who gets paid if X exits" modeling; carta-manco for any budget mention — build/edit, actuals, pacing, drill-down; carta-manco-reporting for a ManCo dashboard or Budget vs Actuals view.
How do I install carta-explore-data?
In a terminal: npx skills add carta/plugins --skill carta-explore-data. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use carta-explore-data?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is carta-explore-data safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
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