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carta-investors

carta ★ 15

The Carta Investors plugin provides 22 Claude skills for querying and updating investor data, performance benchmarks, regulatory filings, and financial reporting via the Carta MCP server, including dashboards for loan portfolios, partner capital, fund modeling, and portfolio analytics. It enables fund managers to explore NAV metrics, generate Form ADV compliance reports, compare performance against benchmarks, create budgets from actuals, and build consolidating financial statements—all integrated directly into Claude Code with live data synchronization.

Data & Analytics Integrations No API key detected runs shell

Install

> /plugin marketplace add carta/plugins/tree/HEAD/plugins/carta-investors
> /plugin install carta-investors

Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors

What it's made of

22 skills · 7 hooks

Commands
0
Agents
0
Skills
22
MCP servers
0
Hooks
7 · PostToolUse, PreToolUse, SessionStart, UserPromptSubmit

What it needs & plugs into

API keys
none
Paid services
Carta
External tools
dispatch.sh node
Talks to
nothing external detected

Analyzed . Facts extracted from the plugin's files. Prose generated by claude-haiku-4-5-20251001.

Is this your plugin?

Claim it to keep the card accurate and enter the weekly contest. Requires signing in as the GitHub owner (carta).