carta-investors

Write actuals into an existing Excel budget workbook from Carta MCP — add/interleave Budget/Actual/Variance columns, a tag-view tab, or a vendor-view tab. TRIGGER: pull/fetch/get/retrieve/refresh/sync/add actuals for [firm/ManCo], interleave Budget/Actual/Variance, actuals by department/cost center/tag/vendor, add next month/period column, extend budget through [month], broken down by vendor, vendor summary/spend over time/vendors across [period]. NOT: pacing, "how are we doing", "budget versus actual for [period]", or variance-analysis queries (carta-budget-vs-actuals); new budgets (carta-create-budget); scenarios; consolidating P&L / balance sheet. NOT: pulling a stored ManCo budget from Carta (carta-fetch-budget) — this skill writes actuals into an existing workbook, not the budget itself.

Build what-if scenario columns on an existing Excel budget workbook — trim, growth, or additive layers (new fund raise, headcount/FTE hires, expansion). TRIGGER: what-if questions, "how would X affect next year's budget/P&L", model/simulate a scenario, impact of raising a fund or hiring, forward projections with timing sensitivity. NOT: new budgets (carta-create-budget), fetch-budget, actuals refresh, pacing, historical/consolidating financial statements (carta-consolidating-pnl / carta-consolidating-balance-sheet).

Analyze pacing and variance: compare YTD actuals against a budget workbook (read-only analysis, pulls actuals from Carta MCP). TRIGGER: "how are we doing", pacing, on-track, variance analysis, compare budget vs actuals. NOT: writing/refreshing actuals columns into the workbook (carta-budget-actuals), new budgets (carta-create-budget), fetch-budget, scenarios, consolidating P&L / balance sheet.

Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company. Trigger phrases: "co-investors", "coinvestors", "who are my co-investors", "who else invested", "co-investors by stage/round", "co-investors on Aumni". Use instead: carta-explore-data for general fund/investment/portfolio data — this skill is specifically for co-investor ("who else invested alongside us") analysis.

Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Sheet - consolidating" tab format for a different firm/period. Trigger phrases include "consolidating balance sheet", "BS by entity", "balance sheet of all entities". DO NOT TRIGGER for single-entity BS, P&L / income statement (carta-consolidating-pnl), new budgets (carta-create-budget), pulling Carta-stored budgets (carta-fetch-budget), refreshing actuals (carta-budget-actuals), pacing (carta-budget-vs-actuals), or what-if (carta-budget-scenarios). Also DO NOT TRIGGER for a single-fund / fund-level balance sheet or fund account balances as-of a date — use carta-explore-data for those.

5 hooks across 3 events