carta-fund-modeling
Skill from carta/plugins
Install
npx skills add carta/plugins --skill carta-fund-modeling
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-fund-modeling skill do?
Description from the SKILL.md in the source repository.
Questions about carta-fund-modeling
What does the carta-fund-modeling skill do?
Spin 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, Companies (repricing, LP make-whole waterfall, carry banking, partial sales), LP Returns and GP Economics (exit scenarios, XIRR, carry), Reserves (dry-powder planning), Reports (power law, DPI/RVPI/TVPI glidepath, pacing), Plan New Fund (beta). Also hosted at fund-modeling.carta.cloud. Invoke with a firm name, e.g. "fund modeling for Demo Capital". Use for firm-wide scenarios: what-if on marks, reserves plan, carry forecast, projected IRR/TVPI, "model our fund". Fund Admin only. NOT for funds in Fund Forecasting (Tactyc) — use carta-fund-forecasting. NOT single-company exit waterfalls. NOT a single current number (IRR, TVPI, NAV) — use carta-explore-data. NOT peer comparison — use carta-fund-performance.
How do I install carta-fund-modeling?
In a terminal: npx skills add carta/plugins --skill carta-fund-modeling. 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-fund-modeling?
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-fund-modeling safe to use?
Our automatic check found patterns worth a look (see “Check”). That is not proof of anything bad – read the SKILL.md and scripts before installing.
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PRIMARY and DEFAULT skill for ALL Carta investors data queries — use for Carta Web / Fund Admin data.
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