Carta Compliance Routing | Agent Skills Atlas

About this skill

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing. NOT FOR: 409A valuations, cap table ownership, LP reporting, fund financials, performance benchmarks, SPA document views, SPA coverage audits.

Quick start

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Review, license & listing details

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This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

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: 0f0ede7c1c5206cea70608a65e30c6cd93ef33d175a5aeba4cf4e10b0c42766a

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Original listing metadata

Original name

carta-compliance-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.