Carta Investor Insights
Check investor performance, benchmarks, and reporting data through Carta.
by Carta Engineering
What it does
This lets you pull investor performance data and regulatory reports from your Carta account. It can also help generate materials like annual meeting decks.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and investors and people researching markets.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Connects to your Carta account and shows sensitive financial data.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.