Spin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES, with five tabs: Overview (fund-family rollup, investment pacing, concentration), Companies (per-company repricing + LP make-whole waterfall + carry banking), Exit & IRR (exit scenarios, XIRR, GP & LP returns, plus a per-fund DPI/RVPI/TVPI glidepath in the LP Returns view), Reserves (per-fund dry-powder planning), and Cohort Standing (peer-cohort + S&P-equivalent benchmarking). Scenarios persist locally. Invoke with a firm name, e.g. "fund modeling for Demo Capital" or "model portfolio scenarios for ". Fund Admin only. NOT Tactyc/Fund Forecasting — use carta-fund-forecasting for Tactyc funds. NOT for single-exit waterfalls on one company. NOT read-only fund data queries — use carta-explore-data.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
Spin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES, with five tabs: Overview (fund-family rollup, investment pacing, concentration), Companies (per-company repricing + LP make-whole waterfall + carry banking), Exit & IRR (exit scenarios, XIRR, GP & LP returns, plus a per-fund DPI/RVPI/TVPI glidepath in the LP Returns view), Reserves (per-fund dry-powder planning), and Cohort Standing (peer-cohort + S&P-equivalent benchmarking). Scenarios persist locally. Invoke with a firm name, e.g. "fund modeling for Demo Capital" or "model portfolio scenarios for ". Fund Admin only. NOT Tactyc/Fund Forecasting — use carta-fund-forecasting for Tactyc funds. NOT for single-exit waterfalls on one company. NOT read-only fund data queries — use carta-explore-data.
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Spin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES, with five tabs: Overview (fund-family rollup, investment pacing, concentration), Companies (per-company repricing + LP make-whole waterfall + carry banking), Exit & IRR (exit scenarios, XIRR, GP & LP returns, plus a per-fund DPI/RVPI/TVPI glidepath in the LP Returns view), Reserves (per-fund dry-powder planning), and Cohort Standing (peer-cohort + S&P-equivalent benchmarking). Scenarios persist locally. Invoke with a firm name, e.g. "fund modeling for Demo Capital" or "model portfolio scenarios for <firm>". Fund Admin only. NOT Tactyc/Fund Forecasting — use carta-fund-forecasting for Tactyc funds. NOT for single-exit waterfalls on one company. NOT read-only fund data queries — use carta-explore-data.
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.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI