carta-partner-rollforward
Skill from carta/plugins
Install
npx skills add carta/plugins --skill carta-partner-rollforward
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-partner-rollforward skill do?
Description from the SKILL.md in the source repository.
Questions about carta-partner-rollforward
What does the carta-partner-rollforward skill do?
Partner rollforward as a persistent Cowork artifact, firm-wide by default and filterable by fund or fund family. Four views: the partner rollforward (the in-app Statements > Partner Rollforward tab, across funds), a month-by-month partners' capital walk with carried interest accrued broken out, a one-LP capital account statement itemized by allocation bucket for audit confirmations (CSV or PDF), and a commitment / funded / unfunded rollforward for capital calls. Data from Carta via the MCP. Triggers: "partner rollforward", "partners' capital rollforward", "capital account rollforward", "partner capital statement", "rollforward by fund family", "carried interest accrued by partner", "audit confirmation capital account", "rollforward unfunded commitment for a capital call". Use instead: carta-explore-data for a one-off number; carta-soi for the schedule of investments (holdings), not partner capital.
How do I install carta-partner-rollforward?
In a terminal: npx skills add carta/plugins --skill carta-partner-rollforward. 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-partner-rollforward?
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-partner-rollforward 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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