ManCo (management company) budgeting & consolidating-financials skill for Carta Fund Admin firms; hard-gates on Carta Fund Admin + active ManCo eligibility. TRIGGER (specific tasks): build/create/draft a budget, pull/fetch/import the Carta budget, add/refresh actuals, interleave Budget/Actual/Variance, pacing/on-track/variance/budget-analysis, "what did we spend on [X] YTD", "where did we overspend", what-if/scenario modeling (headcount cuts, revenue shocks, new fund raise, expansion hires), consolidating P&L / balance sheet / trial balance / cash flow for the ManCo. ALSO fires on a generic/ambiguous ManCo request with no specific action named — "help with our ManCo", "work on the management company", "ManCo financials", "management company numbers", "not sure what I need" — and presents the capability menu. NOT FOR: single-fund financials, portfolio valuations, LP reporting, cap tables, loans (carta-investors:carta-loan-dashboard).
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
ManCo (management company) budgeting & consolidating-financials skill for Carta Fund Admin firms; hard-gates on Carta Fund Admin + active ManCo eligibility. TRIGGER (specific tasks): build/create/draft a budget, pull/fetch/import the Carta budget, add/refresh actuals, interleave Budget/Actual/Variance, pacing/on-track/variance/budget-analysis, "what did we spend on [X] YTD", "where did we overspend", what-if/scenario modeling (headcount cuts, revenue shocks, new fund raise, expansion hires), consolidating P&L / balance sheet / trial balance / cash flow for the ManCo. ALSO fires on a generic/ambiguous ManCo request with no specific action named — "help with our ManCo", "work on the management company", "ManCo financials", "management company numbers", "not sure what I need" — and presents the capability menu. NOT FOR: single-fund financials, portfolio valuations, LP reporting, cap tables, loans (carta-investors:carta-loan-dashboard).
Quick start
Copy the install prompt. Use the green button above this README.
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ManCo (management company) budgeting & consolidating-financials skill for Carta Fund Admin firms; hard-gates on Carta Fund Admin + active ManCo eligibility. TRIGGER (specific tasks): build/create/draft a budget, pull/fetch/import the Carta budget, add/refresh actuals, interleave Budget/Actual/Variance, pacing/on-track/variance/budget-analysis, "what did we spend on [X] YTD", "where did we overspend", what-if/scenario modeling (headcount cuts, revenue shocks, new fund raise, expansion hires), consolidating P&L / balance sheet / trial balance / cash flow for the ManCo. ALSO fires on a generic/ambiguous ManCo request with no specific action named — "help with our ManCo", "work on the management company", "ManCo financials", "management company numbers", "not sure what I need" — and presents the capability menu. NOT FOR: single-fund financials, portfolio valuations, LP reporting, cap tables, loans (carta-investors:carta-loan-dashboard).
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