Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLIAbout this skill
Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). Defers to specialized skills for: waterfall exits, SAFE/note conversion math, voting rights, issuance, modifying issuables, per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), round history lookup (use carta-round-history for "What was our Series B round?"), and SAFE/convertible conversion math. Not for cross-portfolio 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.
Review, license & listing details
This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.
Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.
0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1
Content SHA-256: 845094b42708f5598b0c5c7d3dd3e14808c0a06855104807e443e73802e430f0
About this listing
- Category
- Growth & marketing
- 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.