Search Investors | Agent Skills Atlas

About this skill

Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "get investor by ID", "list investors", "what investors do we have", or "/search-investors". Returns investor details including ID, name, and custom fields. The investor ID returned can be used with the update-investor skill.

Quick start

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Content SHA-256: cab67eb2f575781708435a847eea0bf15297f2dbbb35f07dceed66d19dddfa90

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Original listing metadata

Original name

search-investors

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.