diff --git a/plugins/carta-investors/.claude-plugin/plugin.json b/plugins/carta-investors/.claude-plugin/plugin.json index ea800cb..49b7247 100644 --- a/plugins/carta-investors/.claude-plugin/plugin.json +++ b/plugins/carta-investors/.claude-plugin/plugin.json @@ -1,7 +1,7 @@ { "name": "carta-investors", "displayName": "Carta Investors", - "version": "0.6.3", + "version": "0.7.0", "description": "Carta Investors plugin — skills for querying investors data, performance benchmarks, regulatory reporting, and more via the Carta MCP server", "author": { "name": "Carta Engineering", diff --git a/plugins/carta-investors/README.md b/plugins/carta-investors/README.md index 14a7efe..a564401 100644 --- a/plugins/carta-investors/README.md +++ b/plugins/carta-investors/README.md @@ -46,3 +46,31 @@ The Carta MCP server exposes these data warehouse tools: | `execute_query` | Run a read-only SELECT query against the data warehouse | | `list_contexts` | See which firms you have access to | | `set_context` | Switch to a different firm | + +## Troubleshooting + +### "Contact an organization owner to install connectors" in Claude.ai + +If you see this message when trying to install the Carta connector in the Claude.ai web app, it means your account does not have org-owner permissions in Claude.ai. Connectors can only be installed by organization owners. + +**Option 1 — Use Claude Code CLI (individual workaround, no approval needed)** + +Install the Carta MCP server directly from the terminal: + +```bash +claude mcp add --transport http carta https://mcp.app.carta.com/mcp +claude plugin marketplace add carta/plugins +claude plugin install carta-investors +``` + +Restart Claude Code and run `/mcp` to complete OAuth authentication. This bypasses the Claude.ai org permission model entirely. + +**Option 2 — Org-wide install via Claude.ai org owner** + +If you need the connector available to all members of your Claude.ai organization: + +1. Identify who manages your Claude.ai organization (typically whoever set up your team's Claude.ai account). +2. Ask them to go to **Customize → Connectors** in Claude.ai and install the **carta** connector. +3. Once installed at the org level, all members will have access without needing individual approval. + +> **Note:** If your Claude.ai plan does not support custom connectors, org-wide access requires the org owner to install from the available connector list. The Claude Code CLI option (Option 1) is always available regardless of plan. diff --git a/plugins/carta-investors/assets/sample-tearsheet.pdf b/plugins/carta-investors/assets/sample-tearsheet.pdf new file mode 100644 index 0000000..bc59e50 Binary files /dev/null and b/plugins/carta-investors/assets/sample-tearsheet.pdf differ diff --git a/plugins/carta-investors/skills/investors-tutorial/SKILL.md b/plugins/carta-investors/skills/investors-tutorial/SKILL.md new file mode 100644 index 0000000..f697ef8 --- /dev/null +++ b/plugins/carta-investors/skills/investors-tutorial/SKILL.md @@ -0,0 +1,200 @@ +--- +name: tutorial +description: > + Interactive 5-minute walkthrough of the carta-investors plugin. Covers plugin overview, + setup verification, and demo of 3 real-world scenarios: fundraising benchmarks, LP reporting + tear sheets, and LP meeting prep. Trigger with: "investors tutorial", "show me the tutorial", + "getting started with investors plugin", "how do I use the investors plugin", "demo", + "walk me through the investors plugin", "what can I do with carta", "how does this work". +allowed-tools: + - Bash(carta auth-status) + - Bash(carta plugins) + - Bash(cp ~/.claude/plugins/cache/carta-plugins/carta-investors/*/assets/sample-tearsheet.pdf ~/Desktop/carta-sample-tearsheet.pdf) + - Bash(touch ~/.claude/plugins/cache/carta-plugins/carta-investors/.tutorial-seen) +args: [] +model: haiku +--- + +# carta-investors Tutorial + +You are running the **carta-investors plugin tutorial**. This is an interactive, gate-based +walkthrough — pause after each section and wait for the user to say "next", "continue", or +press Enter before proceeding. + +--- + +## Section 0: Welcome + +Welcome to the **carta-investors plugin** — your AI-powered assistant for fund data, portfolio +reporting, and LP insights, all connected directly to Carta's data warehouse. + +In the next 5 minutes you'll see how to: +- Benchmark your fund's performance against peers for fundraising conversations +- Generate and download portfolio company tear sheets for LP reporting +- Pull a complete LP snapshot to prep for an investor call — in seconds + +Say **"next"** to start. + +--- + +## Section 1: What This Plugin Does + +The carta-investors plugin gives you five capabilities: + +| Skill | What it does | +|---|---| +| **Performance Benchmarks** | Compare fund IRR, TVPI, DPI, and MOIC against peer cohort percentiles | +| **Tear Sheets** | Generate and download PDF tear sheets for one portco or your entire portfolio | +| **Explore Data** | Query fund metrics, NAV, LP data, investments, and journal entries | +| **Fund Properties** | View and update fund terms, fees, KYC, and distribution settings | +| **Form ADV** | Pull regulatory AUM data for annual Form ADV and Form PF filings | + +All data comes live from Carta's data warehouse — no spreadsheets, no exports. + +Say **"next"** to verify your setup. + +--- + +## Section 2: Verify Setup + +Let me quickly check that everything is configured correctly. + +[Run `carta auth-status`] + +[Run `carta plugins`] + +If you see `carta-investors` in the plugin list and your environment shows as authenticated, +you're good to go. + +> If your connection authorization has expired, run `carta login` to re-authenticate and try again. +> If something else looks off, visit #help-claude-code in Slack. + +Say **"next"** to start the demo. + +--- + +## Section 3: Demo — Scenario 1: Fundraising Benchmarks + +**The situation:** You're raising Fund IV and have an LP intro call next week. They'll ask how +Fund III performed. Let's see how it stacks up. + +> *Imagine you just asked: "How does Redwood Growth Fund III compare to peers?"* + +Here's what the plugin would return: + +``` +Redwood Growth Fund III — Performance vs. Peers +Vintage Year: 2019 | AUM Bucket: $100M–$500M | Entity Type: VC + +Metric Your Fund 10th 25th 50th 75th 90th +────────────────────────────────────────────────────────────────── +Net IRR 24.3% 4.2% 10.1% 16.8% 22.4% 31.7% +TVPI 2.1x 1.1x 1.4x 1.7x 2.0x 2.6x +DPI 0.6x 0.0x 0.1x 0.3x 0.6x 1.1x + +Standing: Net IRR — 78th percentile (Top Quartile) +``` + +Fund III is in the **top quartile** for its vintage. That's a headline number you can lead +with on the LP call. + +To run this for real, just say: *"How does [your fund name] compare to peers?"* + +Say **"next"** for Scenario 2. + +--- + +## Section 4: Demo — Scenario 2: LP Reporting — Tear Sheets + +**The situation:** You're putting together your Q1 LP update and need tear sheets for all +active portfolio companies. + +> *Imagine you just asked: "Download tear sheets for all active portcos in Redwood Growth Fund III."* + +Here's what happens: + +1. The plugin lists your available tear sheet templates — you pick one +2. It shows all active portfolio companies grouped by fund +3. It kicks off bulk PDF generation and polls until ready +4. Returns a download link for your ZIP file + +``` +Found 3 active portfolio companies in Redwood Growth Fund III: + 1. Nova Dynamics + 2. Maple Street Health + 3. ClearPath Logistics + +Generating tear sheets using "Standard VC Template"... +Status: Complete (3/3) + +Your tear sheets are ready — click the link above to download. +``` + +Want to see what a finished tear sheet looks like? Here's a sample: + +[Run `cp ~/.claude/plugins/cache/carta-plugins/carta-investors/*/assets/sample-tearsheet.pdf ~/Desktop/carta-sample-tearsheet.pdf`] + +Open **carta-sample-tearsheet.pdf** on your Desktop to preview a real Carta tear sheet — including investment history, cap table, key financial metrics, and portfolio summary view. + +You can also ask for a single portco preview before committing to a full download: +*"Show me the tear sheet for Nova Dynamics."* + +Say **"next"** for Scenario 3. + +--- + +## Section 5: Demo — Scenario 3: LP Meeting Prep + +**The situation:** You have a call with Sequoia Pension Trust in an hour. They're your largest +LP. You want the full picture before you dial in. + +> *Imagine you just asked: "I have a call with Sequoia Pension Trust in an hour. Get me ready."* + +The plugin pulls from three data sources at once: + +**LP account summary (PARTNER_DATA):** +``` +LP: Sequoia Pension Trust +Commitment: $25,000,000 +Contributed to Date: $18,750,000 (75%) +Distributions: $4,200,000 +Current NAV: $31,100,000 +Net Multiple: 1.66x +``` + +**Fund snapshot (MONTHLY_NAV_CALCULATIONS + AGGREGATE_INVESTMENTS):** +``` +Fund NAV (Q4 2024): $142,300,000 +Active Positions: 12 +Top Holding: Nova Dynamics ($18.4M FMV) +``` + +**Benchmark standing:** +Net IRR 24.3% — 78th percentile for 2019 vintage VC + +Then Claude asks: *"Want me to generate the tear sheet for Nova Dynamics to share on the call?"* + +One prompt. Three data sources. Ready in seconds. + +Say **"next"** to wrap up. + +--- + +## Section 6: Wrap-Up + +You've seen the three core workflows: + +| Workflow | How to trigger | +|---|---| +| **Fundraising benchmarks** | "How does [fund name] compare to peers?" | +| **LP reporting tear sheets** | "Download tear sheets for [fund name]" | +| **LP meeting prep** | "I have a call with [LP name], get me ready" | + +**Coming soon:** You'll be able to build and save custom reports directly in your Carta Data +Explorer firm folder and design custom tear sheets from scratch, right here. + +To re-run this tutorial anytime: *"show me the investors tutorial"* + +[Run `touch ~/.claude/plugins/cache/carta-plugins/carta-investors/.tutorial-seen`] + +You're all set. What would you like to explore first?