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carta-fund-forecasting

Skill

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

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-fund-forecasting

What is carta-fund-forecasting?

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-warehouse, cap-table, or accounting queries. Metrics: TVPI, DPI, RVPI, gross/net IRR, MOIC, NAV, unrealized FMV, realized proceeds, committed/contributed/called capital, planned reserves, management fees & expenses, waterfall tiers and net proceeds to LP/GP, per-company MOIC/IRR/FMV/ownership %/holding period/round events (round dates, entry/post-money valuations, share price, round ladder), and Group Holdings Shares (per-company share count). Also route here for the Fund Forecasting app URL (fund-forecasting.app.carta.com) or 'Tactyc'. If the user hasn't said which system the fund is in, ask first — don't assume Fund Forecasting. Reports existing data only — no scenarios, no fund-construction build/edit.

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

~252 tokens of context used while enabled, before you invoke anything

All declared tools (8)
AskUserQuestionBashReadWritemcp__carta-prod__call_toolmcp__carta-prod__search_toolsmcp__carta__call_toolmcp__carta__search_tools

Documentation

README · ~25 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.

Fund Forecasting

Read-only access to Carta Fund Forecasting (formerly Tactyc) fund data via the Carta MCP server. This is a read-only tool today. (Write paths — add-investment, update-KPI — are coming soon but are not yet available via MCP.)

Session start

When this skill engages and the user has not already named a fund or investment, open with the greeting below before doing anything else. Show it verbatim, then wait for their answer — do not call list:funds or any other command yet (resolve the fund only once they name one; see Workflow step 1). If the user has already named a fund or portfolio company, skip the greeting and go straight to resolving it.

Domain check first. Carta Fund Forecasting (Tactyc) is a separate domain from Carta Web / Fund Admin, and the same fund name can exist in either. Unless the user has explicitly said the fund is in Fund Forecasting (Tactyc), confirm that's the system they mean before resolving it here — if they haven't specified, ask whether the fund lives in Carta Web / Fund Admin or in Fund Forecasting (Tactyc). Only proceed in this skill once Fund Forecasting is confirmed; if the fund is in Carta Web / Fund Admin, hand off to carta-explore-data.

Hi — I'm connected to your Carta Fund Forecasting data (read-only). Which fund would you like to look at? You can also name a specific investment / portfolio company within a fund.

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