Retrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role. Output to chat or CSV. Market benchmarks are triggered by queries like: "sales benchmarks", "comp benchmarks", "market rate", "what does a [role] pay", "put benchmarks in a CSV". Do NOT use for job classifi

Classify a job title or description into the CTC taxonomy (job area, focus, level, track). Use when the user wants to know how a role is categorized or mapped to the taxonomy structure — not to fetch salary, equity, or benchmark numbers. Do NOT use when the user is asking for "market rates", "benchm

Carta Total Compensation scorecard — shows how a corporation's employees compare to market. Two lenses: corporation-level rollup (band distribution — what % of employees are below / at / above market) and per-employee scorecard (each employee's compa-ratio + percentile + market band). Triggered by q

Calculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in a priced round, or what happens to outstanding SAFEs and notes when a new round closes. Do NOT use fo

META-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available. NEVER use this skill for any request that names a cap-table topic (stakeholders, grants, vesting, SAFEs, notes, valuations, ownership, waterfall, financing, exposure, et

Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate ve

Carta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, opti

Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.

Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

Internal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel —" (the artifact promp

Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the prev

Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights

Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.

Fetch 409A valuation history and current fair market value (FMV) for a company. Use when asked about 409A valuations, FMV, exercise prices, common stock price, or valuation expiration dates. Do NOT use for cross-portfolio FMV comparisons across companies — prefer a portfolio-benchmarks skill.

Exit, sale, acquisition, and liquidation payouts for a company — answers how much money each holder walks away with at a given sale price, return multiples on holdings, and how proceeds distribute across share classes. Computes dollar amounts at modeled valuations, not abstract rights.

Status of witness and spousal-consent signature requests on option grants, RSAs, PIUs — who still needs to sign, and what's awaiting signature, signed, or expired. Covers one award, one company, or a whole portfolio. Read-only.