Update Investor | Agent Skills Atlas

About this skill

Updates an existing investor record in the Carta CRM. Use this skill when the user says things like "update an investor", "edit investor", "update investor details", "change investor name", "update investor website", "update investor fields", "add a tag to investor", or "/update-investor". Accepts an investor ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

Quick start

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Review, license & listing details

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: fcefc14151aedbcb073938e37b0c335626c2fc947caec683b708d05e79718e63

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Original listing metadata

Original name

update-investor

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.