Carta Portfolio Analytics Routing

About this skill

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", "performance benchmark", "peer comparison", "fund percentile", "IRR vs peers", "TVPI benchmark", "how does my fund stack up", /carta-portfolio-analytics-routing. NOT FOR: portfolio valuations/marks, LP documents, K-1, SPA audit, Form ADV, cap table, 409A, comparable company selection, loan dashboard.

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Original listing metadata

Original name

carta-portfolio-analytics-routing

Original description

About this listing

Category: General
Reported license: Apache-2.0
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.