End-to-end AGM deck generator. Extracts a firm's brand identity from their website, pulls live fund data from the Carta MCP (NAV, TVPI, portfolio, capital activity, benchmarks, fees, balance sheet, LP base), generates a branded HTML presentation with built-in slide navigation, and applies the "Power

Generates a brand board from a firm's website URL and optional user-provided assets. Analyzes the website to extract theme colors, typography, logos, and imagery, then produces a polished brand board as an HTML artifact, PDF, slide deck, or React component. Trigger phrases: "build a brand board", "c

Analyze pacing and variance: compare YTD actuals against a budget workbook (read-only analysis, pulls actuals from Carta MCP). TRIGGER: "how are we doing", pacing, on-track, variance analysis, compare budget vs actuals. NOT: writing/refreshing actuals columns into the workbook (carta-fetch-actuals),

Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company. Trigger phrases: "co-investors", "coinvestors", "who are my co-investors", "who else invested", "co-investors by stage/round",

Build what-if scenario columns on an existing Excel budget workbook — trim, growth, or additive layers (new fund raise, headcount/FTE hires, expansion). TRIGGER: what-if questions, "how would X affect next year''s budget/P&L", model/simulate a scenario, impact of raising a fund or hiring, forward pr

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how muc

Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of

Firm-wide consolidating P&L (Income Statement) across ALL entities of a firm for one month. Produces TWO Excel tabs: detailed P&L (Month + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view mode breaks Actuals down by ALL firm reporting-tag categories

Build or restructure a fund/ManCo budget workbook in Excel from Carta prior-year actuals. TRIGGER: build/create/draft a budget for a future year; group/categorize budget line items into sections with subtotals; apply an inflation/contingency buffer to budget expenses. NOT: consolidating P&L / balanc

Download tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead.

PRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other skill for Carta Web / Fund Admin data. Carta Web / Fund Admin investors data queries against the data warehouse. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balan

Write actuals into an existing Excel budget workbook from Carta MCP — add/interleave Budget/Actual/Variance columns, a tag-view tab, or a vendor-view tab. TRIGGER: pull/fetch/get/retrieve/refresh/sync/add actuals for [firm/ManCo], interleave Budget/Actual/Variance, actuals by department/cost center/

Pull a ManCo budget from Carta and write it to an Excel workbook with monthly amounts and subtotals. TRIGGER: pull/fetch/import/sync Carta budget for a ManCo. NOT: pull/fetch/get actuals (carta-fetch-actuals), new budgets (carta-create-budget), actuals refresh, pacing, scenarios, P&L, balance sheet.

Fund Forecasting (Tactyc) read-only analytics — fund performance metrics and per-investment analytics for funds IN FUND FORECASTING (Tactyc) ONLY. It is a SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use carta-explore-data instead for Carta Web / Fund Admin, data-wareho

Display a fund's Schedule of Investments (SOI) as a Live Artifact in Cowork. The artifact is firm-scoped — it loads every fund the user has access to in the firm and presents them in a header dropdown for one-click switching. Use when asked for the SOI, fund holdings, what a fund is invested in, or

Routes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "SOI", "schedule of investments", "fund holdings", "what is the fund invested in", "portfolio breakdown", "co-investor", "coinvestor", "who co-invested", "who else invested", "co-investors by stage",