revamp carta-investors tutorial: role picker, use-case sections, firm snapshot#38
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annettex11 wants to merge 2 commits intomainfrom
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revamp carta-investors tutorial: role picker, use-case sections, firm snapshot#38annettex11 wants to merge 2 commits intomainfrom
annettex11 wants to merge 2 commits intomainfrom
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- Section 1: replace plugin skill list with 10 use-case examples drawn from real adoption patterns (year-end reporting, KPI dashboards, fundraising deck data, capital call reconciliation, etc.) plus a paragraph on how early adopters are using it - Section 2 (new): live firm snapshot that queries ALLOCATIONS, AGGREGATE_INVESTMENTS, PARTNER_DATA, and MONTHLY_NAV_CALCULATIONS to surface fund/SPV count, active portfolio companies, LP count, and total NAV - Renumber remaining sections (Verify Setup → §3, demos → §4–6, wrap-up → §7) and update wrap-up cheat sheet to match new use cases Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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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Closing — carta/plugins is a read-only mirror. Reopening in carta/claude-marketplace per the auto-publish pipeline. |
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Summary
Full revamp of the
carta-investors-tutorialskill to make the first-run experience more engaging and personalized.What changed:
1/2/3role question (GP, CFO/Controller, Deal Team). Each path shows a role-specific use case table, key DWH tables, and "start here" prompts.Use-case examples are drawn from real early-adopter patterns (anonymized): year-end financial reporting across multiple funds, capital call reconciliation, LP account snapshots before calls, geography-based portfolio queries, etc.
Future improvement: Role can eventually be detected automatically from the firm people endpoint (currently not exposed via carta MCP). The branching logic is already in place — the role question becomes a no-op once automatic detection ships.
Test plan
🤖 Generated with Claude Code