carta-waterfall-modeling
Skill from carta/plugins
Install
npx skills add carta/plugins --skill carta-waterfall-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-waterfall-modeling skill do?
Description from the SKILL.md in the source repository.
Questions about carta-waterfall-modeling
What does the carta-waterfall-modeling skill do?
Run a waterfall (allocation) against a portfolio company in the investor firm context. TRIGGER, "run a waterfall", "create an allocation", "exit scenario", "sensitivity analysis", "exit distribution", "who gets paid if...", "what would we get if [Company] sold for $X", "payouts at an acquisition price", "what if [Company] is marked up to $X", "Carta's waterfall feature", "exit waterfall skill", "waterfall for [Company] in Excel". Firm context only; access is controlled server-side. This skill MODELS a portfolio company's exit waterfall (who gets paid on exit). It is NOT for a fund's own distribution or quarterly-reporting waterfall (carry, preferred return, LP/GP split): use carta-explore-data to read its stored outputs. "What happens to carry if X" hypotheticals on a fund waterfall are not modeled here: use carta-fund-modeling (firm-level carry forecast across exit scenarios). Use carta-explore-data for read-only fund/investment/valuation data.
How do I install carta-waterfall-modeling?
In a terminal: npx skills add carta/plugins --skill carta-waterfall-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-waterfall-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-waterfall-modeling 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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