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carta-co-investors

Skill

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",

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-co-investors

What is carta-co-investors?

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", "co-investors on Aumni". Use instead: carta-explore-data for general fund/investment/portfolio data — this skill is specifically for co-investor ("who else invested alongside us") analysis.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Run shell commands

Declares Bash

Create and modify files

Declares Write or Edit

~123 tokens of context used while enabled, before you invoke anything

All declared tools (10)
AskUserQuestionBashReadWritemcp__Claude_Preview__preview_evalmcp__Claude_Preview__preview_listmcp__Claude_Preview__preview_startmcp__carta__call_toolmcp__carta__list_contextsmcp__carta__set_context

Documentation

README · ~31 min read
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": [":", ...], "model": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Co-investor analysis

Analyze who co-invests alongside you across your portfolio using Stock Purchase Agreement (SPA) data uploaded to Carta. Supports both interactive visual reports and direct analytical questions.

UX patterns [PATTERN base v0.1.0]

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