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carta-download-tearsheet

Skill

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

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-download-tearsheet

What is carta-download-tearsheet?

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

What this can do

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

~34 tokens of context used while enabled, before you invoke anything

All declared tools (4)
AskUserQuestionmcp__carta__call_toolmcp__carta__list_contextsmcp__carta__set_context

Documentation

README · ~6 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": ""}` `skills` is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry `"plugin:skill"` and keep them oldest-first, with the most recently used skill last. List only Carta skills (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`) — never skills from non-Carta plugins.

Download Tearsheet

Overview

Download tear sheets for your portfolio companies and funds on Carta.

The skill presents available templates and portfolio companies interactively, then routes to the appropriate workflow based on the selection:

  • All portcos across all funds → Download All: fast path — no fund breakdown needed.
  • Specific portcos (one or more) → Bulk: builds fund breakdowns, async ZIP archive, polled until complete, download URL provided.

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