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add role picker and personalized paths to carta-investors tutorial
Section 1 now asks the user to identify as GP, CFO/Controller, or Deal Team (1/2/3), then shows a role-specific use case table, key tables, and "start here" prompts tailored to that persona. Section 4 demo and Section 7 wrap-up cheat sheet also branch on the selected role. Automatic role detection from firm settings is not yet available via the carta MCP — this is noted as a future improvement once the firm people endpoint is exposed. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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  • plugins/carta-investors/skills/carta-investors-tutorial

‎plugins/carta-investors/skills/carta-investors-tutorial/SKILL.md‎

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name: carta-investors-tutorial
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description: >
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Interactive 5-minute walkthrough of the carta-investors plugin. Covers what's possible with
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your firm's data, a live snapshot of your firm, and 3 real-world scenarios: year-end reporting,
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fundraising benchmarks, and LP meeting prep. Trigger with: "investors tutorial", "show me the
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tutorial", "getting started with investors plugin", "how do I use the investors plugin", "demo",
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your firm's data, a live snapshot of your firm, and 3 real-world scenarios personalized to
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your role. Trigger with: "investors tutorial", "show me the tutorial",
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"getting started with investors plugin", "how do I use the investors plugin", "demo",
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"walk me through the investors plugin", "what can I do with carta", "how does this work".
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allowed-tools:
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- Bash(carta auth-status)
@@ -21,52 +21,159 @@ You are running the **carta-investors plugin tutorial**. This is an interactive,
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walkthrough — pause after each section and wait for the user to say "next", "continue", or
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press Enter before proceeding.
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**Important:** Track the user's role selection from Section 1 — use it to personalize
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Section 4 (the demo scenario) and Section 7 (the wrap-up cheat sheet).
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---
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## Section 0: Welcome
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Welcome to **carta-investors** — your AI-powered data layer, connected directly to your firm's
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complete data in Carta's data warehouse.
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In the next 5 minutes you'll see what's possible, get a live snapshot of your firm's data, and
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walk through three scenarios fund managers use every day.
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This isn't a dashboard or a report template. It's a live connection to your fund financials,
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portfolio companies, LP capital accounts, benchmarks, and more. Whatever question you'd normally
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take to a spreadsheet or a finance team, you can ask here.
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In the next 5 minutes you'll see what's possible for your specific role, get a live snapshot of
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your firm's data, and walk through three real scenarios.
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Say **"next"** to start.
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---
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## Section 1: What's Possible
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## Section 1: What Can I Do? (Role Picker)
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The data warehouse covers a lot of ground — fund financials, portfolio companies, LP accounts,
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benchmarks, regulatory data. The most useful starting point depends on who you are.
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**Which best describes your role?**
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```
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1 — GP / Managing Partner
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2 — CFO / Controller / Fund Finance
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3 — Deal Team / Investment Team
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```
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Type a number (or just describe your role) and I'll show you what's most relevant for you.
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---
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### Path 1A — GP / Managing Partner
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Fund managers use carta-investors most for three things: understanding how their funds are
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performing relative to peers, getting a real-time portfolio view before LP conversations, and
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tracking deployment and returns over time.
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**What you can do:**
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| Use Case | Example Prompt |
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|---|---|
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| **Fund performance vs. peers** | "How does Fund III compare to 2019 vintage VCs on IRR, TVPI, and DPI? Show me percentiles." |
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| **Portfolio snapshot for an LP call** | "I have a call with [LP name] in an hour — show me their account, the fund NAV, and our benchmark standing." |
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| **Top performers and laggards** | "Rank all active investments by MOIC. Which are in the top and bottom quartile?" |
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| **NAV trend over time** | "Show me quarterly NAV for each fund from 2022 to today." |
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| **Deployment pace** | "How much capital have we called vs. total commitment by fund? How much is left to deploy?" |
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| **Unrealized value by company** | "What's our total unrealized FMV broken down by portfolio company?" |
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| **Concentration analysis** | "What's our portfolio breakdown by stage and geography?" |
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| **Fundraising deck data** | "Pull IRR, TVPI, and DPI for Fund II and III vs. peer percentiles — formatted for a deck." |
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**Key tables you'll use most:**
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- `TEMPORAL_FUND_COHORT_BENCHMARKS` — IRR/TVPI/DPI percentiles by vintage year and AUM bucket
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- `AGGREGATE_INVESTMENTS` — active portfolio, cost basis, FMV, MOIC
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- `MONTHLY_NAV_CALCULATIONS` — NAV, contributions, distributions, DPI, TVPI over time
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- `PARTNER_DATA` — LP account details for investor call prep
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**Early adopter patterns:** GPs are using this to pull benchmarking data minutes before an LP
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meeting, build full portfolio MOIC rankings before board meetings, and track NAV and DPI trends
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across all funds in a single query. The benchmarking table (`TEMPORAL_FUND_COHORT_BENCHMARKS`)
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is the most valuable discovery — most people don't know it exists until they find it here.
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**Start here:**
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- *"How does [fund name] compare to peers?"*
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- *"Show me all active investments ranked by MOIC."*
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- *"What's the NAV trend for all our funds over the last 8 quarters?"*
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Say **"next"** to see your firm's data.
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---
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### Path 1B — CFO / Controller / Fund Finance
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This isn't a dashboard or a report template — it's a direct connection to everything your firm
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has on Carta. Whatever question you'd normally take to a spreadsheet, a finance team, or a Carta
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support ticket, you can ask here instead.
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Fund finance teams use carta-investors most for year-end reporting, LP capital account
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management, and pulling audit-ready data without waiting on Carta exports or support tickets.
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Here's what fund managers are doing with it:
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**What you can do:**
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| Use Case | Example Prompt |
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|---|---|
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| **Year-end financial reporting** | "Pull NAV, contributions, distributions, and expenses by account for all funds — 2025 year-end" |
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| **Portfolio company KPI dashboard** | "Show me revenue, gross margin, and headcount for all active portfolio companies as of Q4 2025" |
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| **Fundraising deck data** | "How does Fund III compare to peers on IRR, TVPI, and DPI? Show me percentiles by vintage year" |
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| **LP meeting prep** | "I have a call with [LP name] in an hour — pull their commitment, contributions, distributions, and current NAV" |
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| **Capital call reconciliation** | "For the Q1 2025 capital call — show me called vs. contributed per LP and flag any gaps" |
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| **Year-end portfolio snapshot** | "What did our portfolio look like at December 31, 2025? Cost basis, FMV, and unrealized gain/loss per company" |
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| **LP geography and segmentation** | "Which of our LPs are based in California? What's their total commitment across all funds?" |
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| **New investment tracking** | "What investments did we make in 2025? Show first close date, invested amount, and fund" |
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| **K-1 and tax prep** | "Pull total contributions, distributions, and income allocations per LP across all funds for 2025" |
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| **Tear sheets for LP reporting** | "Download tear sheets for all active portfolio companies in Fund II" |
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Every one of these pulls live data from your firm's Carta account — fund financials, investment
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history, LP capital accounts, portfolio company metrics, and peer benchmarks. No exports, no
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spreadsheets. Just ask.
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Real patterns from early adopters: teams have used this to tackle year-end financial reporting
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across multiple funds in a single session, build full portfolio summaries ahead of board meetings,
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run capital call reconciliation for the first time without a spreadsheet, and pull LP account
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snapshots minutes before an investor call. The most common starting point across every firm:
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exploring what tables are available and then going deep on one fund.
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Say **"next"** to see a live snapshot of your firm.
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| **Year-end financial reporting** | "Pull NAV, contributions, distributions, and total expenses by account for all funds — 2025 year-end." |
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| **LP capital account statements** | "Show me contributions, distributions, and ending NAV per LP for Fund II as of December 31, 2025." |
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| **Capital call reconciliation** | "For the Q1 2025 capital call — show me amount called vs. contributed per LP and flag any outstanding." |
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| **Expenses by account** | "What were total management fees, admin expenses, and fund expenses for 2025, by fund?" |
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| **Journal entry review** | "Show me all journal entries posted to Fund III in Q4 2025, grouped by account type." |
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| **Outstanding receivables** | "Which LPs have outstanding receivables? Show amounts and aging." |
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| **Regulatory AUM (Form ADV)** | "What's our total AUM as of December 31, 2025 across all funds and SPVs?" |
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| **K-1 prep** | "Pull total contributions, distributions, and income allocations per LP across all funds for 2025." |
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**Key tables you'll use most:**
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- `JOURNAL_ENTRIES` — all GL activity; cash, cost of investment, income, liabilities
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- `MONTHLY_NAV_CALCULATIONS` — NAV, contributions, distributions per fund per month
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- `PARTNER_DATA` — LP commitment, contributed capital, distributions, NAV
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- `STATEMENT_OF_OPS` — P&L / income statement data
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- `ALLOCATIONS` — capital call detail; called vs. contributed per LP
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**Early adopter patterns:** Finance controllers are using this to pull year-end fund financials
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across all funds in one session — NAV, contributions, distributions, and expenses by account —
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work that used to take hours of export-and-stitch. Capital call reconciliation (called vs.
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contributed per LP) is one of the most-used queries; most teams hadn't thought to query
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`ALLOCATIONS` directly before.
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**Start here:**
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- *"Pull year-end 2025 financials for all our funds — NAV, contributions, distributions, expenses."*
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- *"Show me capital called vs. contributed per LP for the most recent capital call."*
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- *"What are our outstanding LP receivables?"*
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Say **"next"** to see your firm's data.
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---
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### Path 1C — Deal Team / Investment Team
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Investment teams use carta-investors most for portfolio company financial analysis, sector and
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geography breakdowns, and building the kind of data views that usually require custom exports or
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waiting on the finance team.
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**What you can do:**
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| Use Case | Example Prompt |
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|---|---|
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| **Portfolio company KPIs** | "Show me trailing revenue, gross margin, and EBITDA for all active portfolio companies as of Q4 2025." |
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| **Geography-based analysis** | "Which of our portfolio companies are based in Brazil? What's their combined revenue?" |
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| **Sector and stage breakdown** | "Break down our active portfolio by sector and stage — count and total FMV for each." |
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| **Entry vs. current valuation** | "Compare entry post-money valuation vs. current valuation for all active investments." |
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| **Best and worst performers** | "Rank all active investments by MOIC. Which are at write-off risk?" |
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| **New investments this year** | "What investments did we make in 2025? Show company, amount, fund, and first close date." |
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| **Follow-on tracking** | "Which portfolio companies have received follow-on from us? Show total invested by round." |
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| **Revenue by region** | "What's the most recent annual revenue for all our companies headquartered in Latin America?" |
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**Key tables you'll use most:**
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- `COMPANY_FINANCIALS` — revenue, EBITDA, gross margin, headcount per portfolio company per period
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- `AGGREGATE_INVESTMENTS` — investment details, FMV, MOIC, entry valuation, geography, sector
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- `AGGREGATE_INVESTMENTS_HISTORY` — point-in-time portfolio data for any historical date
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- `JOURNAL_ENTRIES` — cost basis, unrealized gains, investment-level GL activity
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**Early adopter patterns:** Deal teams are using this to build full portfolio summaries before
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board meetings — cost basis, FMV, and first wire date per company — work that used to require
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requesting a data export. Geography and sector queries are a standout: you can ask "show me all
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portfolio companies in Southeast Asia with revenue over $10M" and get an answer in seconds.
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**Start here:**
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- *"Show me trailing revenue and gross margin for all active portfolio companies — Q4 2025."*
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- *"Which of our active investments are headquartered in [region]?"*
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- *"Rank all investments by MOIC and show entry valuation vs. current."*
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Say **"next"** to see your firm's data.
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---
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## Section 4: Demo — Scenario 1: Fundraising Benchmarks
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## Section 4: Demo — Scenario 1 (Role-Adaptive)
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Show the scenario that matches the role the user picked in Section 1. If uncertain, use 4A.
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---
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### Scenario 1A — GP: Fundraising Benchmarks
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**The situation:** You're raising Fund IV and have an LP intro call next week. They'll ask how
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Fund III performed. Let's see how it stacks up against peers.
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> *Imagine you just asked: "How does Redwood Growth Fund III compare to peers?"*
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Here's what the plugin would return:
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```
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Redwood Growth Fund III — Performance vs. Peers
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Vintage Year: 2019 | AUM Bucket: $100M–$500M | Entity Type: VC
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Standing: Net IRR — 78th percentile (Top Quartile)
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```
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Fund III is in the **top quartile** for its vintage. That's a headline number you can lead
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with on the LP call — or drop straight into a fundraising deck.
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Fund III is in the **top quartile** for its vintage — that's your headline number for the LP
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call and your fundraising deck.
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To run this for real: *"How does [your fund name] compare to peers?"*
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Say **"next"** for Scenario 2.
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---
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### Scenario 1B — CFO: Year-End Financial Reporting
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**The situation:** It's early January. You need year-end 2025 fund financials for your
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accountants and LP annual reports. Instead of pulling reports from the UI and stitching
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together spreadsheets, you ask.
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> *Imagine you asked: "Pull year-end 2025 financials for all our funds."*
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```
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Year-End 2025 — Fund Summary (3 funds)
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Redwood I Redwood II Redwood III
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──────────────────────────────────────────────────────────────
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NAV (Dec 31) $42.3M $89.1M $31.7M
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Contributions (YTD) $4.1M $12.0M $8.4M
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Distributions (YTD) $6.2M $0.0M $0.0M
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Mgmt Fee Expense $0.4M $0.9M $0.3M
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```
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Then Claude asks: *"Want me to break this down by LP, or pull the journal entries for audit?"*
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To run this for real: *"Pull year-end [year] financials for all our funds."*
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Say **"next"** for Scenario 2.
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---
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### Scenario 1C — Deal Team: Portfolio Company KPI Query
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**The situation:** Your GP is preparing for a board meeting and needs a current snapshot of all
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portfolio companies — revenue trend, gross margin, and FMV. You pull it in one ask.
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> *Imagine you asked: "Show me trailing revenue, gross margin, and FMV for all active portfolio
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> companies as of Q4 2025."*
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```
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Active Portfolio — Q4 2025
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Company Revenue (TTM) Gross Margin FMV
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────────────────────────────────────────────────────────────
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Nova Dynamics $14.2M 68% $18.4M
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Maple Street Health $8.7M 55% $9.1M
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ClearPath Logistics $22.1M 41% $11.3M
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Ridgewater AI $3.4M 74% $7.8M
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...
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```
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Then Claude asks: *"Want me to add entry valuation and MOIC, or filter to a specific sector?"*
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To run this for real, just ask: *"How does [your fund name] compare to peers?"*
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To run this for real: *"Show me revenue and gross margin for all active portfolio companies."*
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## Section 7: Wrap-Up
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## Section 7: Wrap-Up (Role-Adaptive)
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Here's a quick reference for the most common workflows:
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Show the cheat sheet that matches the user's role from Section 1. If uncertain, show all three.
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---
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### Wrap-Up 7A — GP
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| What you want | How to ask |
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|---|---|
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| Fund performance vs. peers | "How does [fund] compare to peers on IRR, TVPI, DPI?" |
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| Portfolio MOIC ranking | "Rank all active investments by MOIC" |
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| NAV trend over time | "Show quarterly NAV for all funds from [year] to today" |
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| Deployment pace | "How much capital has been called vs. total commitment by fund?" |
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| LP call prep | "I have a call with [LP name], get me ready" |
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| Fundraising benchmarks | "Show IRR/TVPI/DPI percentiles for [fund] vs. [vintage] peers" |
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| Portfolio snapshot | "Show all active investments — cost, FMV, MOIC, unrealized gain" |
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| Concentration analysis | "Break down the portfolio by stage and geography" |
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---
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### Wrap-Up 7B — CFO / Controller
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| What you want | How to ask |
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| Year-end fund financials | "Pull year-end [year] financials for all our funds" |
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| Portfolio snapshot | "Show me all active investments — cost, FMV, IRR" |
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| Fundraising benchmarks | "How does [fund] compare to peers?" |
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| LP account summary | "I have a call with [LP name], get me ready" |
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| Capital call reconciliation | "Show called vs contributed per LP for the [date] call" |
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| Point-in-time portfolio | "What did our portfolio look like at December 31, 2025?" |
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| LP geography | "Which of our LPs are based in [state/country]?" |
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| Tear sheets | "Download tear sheets for all active portcos in [fund name]" |
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The more specific you are — fund name, date range, LP name — the sharper the output.
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| Year-end fund financials | "Pull year-end [year] NAV, contributions, distributions, and expenses for all funds" |
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| LP capital account statements | "Show contributions, distributions, and ending NAV per LP for [fund] as of [date]" |
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| Capital call reconciliation | "Show called vs. contributed per LP for the [date] capital call" |
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| Journal entry review | "Show all journal entries for [fund] in Q4 [year] grouped by account" |
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| Outstanding receivables | "Which LPs have outstanding receivables?" |
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| Regulatory AUM | "What's our total AUM as of December 31, [year]?" |
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| Expense breakdown | "What were total management fees and expenses by fund for [year]?" |
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| K-1 prep | "Pull contributions, distributions, and income allocations per LP for [year]" |
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---
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### Wrap-Up 7C — Deal Team
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| What you want | How to ask |
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|---|---|
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| Portfolio company KPIs | "Show trailing revenue, gross margin, and EBITDA for all active portcos as of Q4 [year]" |
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| Geography filter | "Which portfolio companies are headquartered in [region/country]?" |
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| Best/worst performers | "Rank all investments by MOIC — show entry valuation vs. current" |
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| Sector breakdown | "Break down the portfolio by sector and stage — count and total FMV" |
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| New investments | "What investments did we make in [year]? Show amount, fund, and close date" |
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| Revenue by region | "What's the most recent annual revenue for our companies in [region]?" |
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| Point-in-time snapshot | "What did the portfolio look like at December 31, [year]? Cost, FMV, gain/loss." |
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| Follow-on tracking | "Which portfolio companies have received follow-on? Show total invested by round." |
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---
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The more specific you are — fund name, date range, LP or company name — the sharper the output.
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**Coming soon:** Build and save custom reports directly in your Carta Data Explorer firm folder
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and design custom tear sheets from scratch, right here.

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