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annettex11Annette Faynburdclaude
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feat: add tutorial skill to carta-investors plugin (#32)
## Summary - Adds `investors-tutorial` skill to the `carta-investors` plugin - Interactive 5-minute walkthrough for end users covering 3 real-world scenarios: fundraising benchmarks, LP reporting tear sheets, and LP meeting prep - Includes a sample tear sheet PDF (`assets/sample-tearsheet.pdf`) copied to the user's Desktop during the demo ## Trigger phrases `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` ## Test plan - [ ] Install the plugin locally and trigger with "investors tutorial" - [ ] Verify `carta auth-status` and `carta plugins` run in Section 2 - [ ] Verify sample PDF copies to Desktop in Section 4 - [ ] Verify `.tutorial-seen` marker is written on completion 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Annette Faynburd <annette.faynburd@annette.faynburd> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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‎plugins/carta-investors/.claude-plugin/plugin.json‎

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{
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"name": "carta-investors",
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"displayName": "Carta Investors",
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"version": "0.6.3",
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"version": "0.7.0",
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"description": "Carta Investors plugin — skills for querying investors data, performance benchmarks, regulatory reporting, and more via the Carta MCP server",
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"author": {
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"name": "Carta Engineering",

‎plugins/carta-investors/assets/sample-tearsheet.pdf‎

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

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---
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name: tutorial
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description: >
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Interactive 5-minute walkthrough of the carta-investors plugin. Covers plugin overview,
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setup verification, and demo of 3 real-world scenarios: fundraising benchmarks, LP reporting
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tear sheets, and LP meeting prep. 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)
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- Bash(carta plugins)
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- Bash(cp ~/.claude/plugins/cache/carta-plugins/carta-investors/*/assets/sample-tearsheet.pdf ~/Desktop/carta-sample-tearsheet.pdf)
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- Bash(touch ~/.claude/plugins/cache/carta-plugins/carta-investors/.tutorial-seen)
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args: []
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model: haiku
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---
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# carta-investors Tutorial
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You are running the **carta-investors plugin tutorial**. This is an interactive, gate-based
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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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---
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## Section 0: Welcome
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Welcome to the **carta-investors plugin** — your AI-powered assistant for fund data, portfolio
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reporting, and LP insights, all connected directly to Carta's data warehouse.
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In the next 5 minutes you'll see how to:
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- Benchmark your fund's performance against peers for fundraising conversations
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- Generate and download portfolio company tear sheets for LP reporting
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- Pull a complete LP snapshot to prep for an investor call — in seconds
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Say **"next"** to start.
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---
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## Section 1: What This Plugin Does
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The carta-investors plugin gives you five capabilities:
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| Skill | What it does |
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|---|---|
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| **Performance Benchmarks** | Compare fund IRR, TVPI, DPI, and MOIC against peer cohort percentiles |
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| **Tear Sheets** | Generate and download PDF tear sheets for one portco or your entire portfolio |
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| **Explore Data** | Query fund metrics, NAV, LP data, investments, and journal entries |
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| **Fund Properties** | View and update fund terms, fees, KYC, and distribution settings |
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| **Form ADV** | Pull regulatory AUM data for annual Form ADV and Form PF filings |
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All data comes live from Carta's data warehouse — no spreadsheets, no exports.
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Say **"next"** to verify your setup.
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---
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## Section 2: Verify Setup
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Let me quickly check that everything is configured correctly.
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[Run `carta auth-status`]
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[Run `carta plugins`]
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If you see `carta-investors` in the plugin list and your environment shows as authenticated,
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you're good to go.
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> If your connection authorization has expired, run `carta login` to re-authenticate and try again.
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> If something else looks off, visit #help-claude-code in Slack.
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Say **"next"** to start the demo.
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---
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## Section 3: Demo — Scenario 1: 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.
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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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Metric Your Fund 10th 25th 50th 75th 90th
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──────────────────────────────────────────────────────────────────
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Net IRR 24.3% 4.2% 10.1% 16.8% 22.4% 31.7%
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TVPI 2.1x 1.1x 1.4x 1.7x 2.0x 2.6x
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DPI 0.6x 0.0x 0.1x 0.3x 0.6x 1.1x
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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.
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To run this for real, just say: *"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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## Section 4: Demo — Scenario 2: LP Reporting — Tear Sheets
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**The situation:** You're putting together your Q1 LP update and need tear sheets for all
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active portfolio companies.
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> *Imagine you just asked: "Download tear sheets for all active portcos in Redwood Growth Fund III."*
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Here's what happens:
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1. The plugin lists your available tear sheet templates — you pick one
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2. It shows all active portfolio companies grouped by fund
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3. It kicks off bulk PDF generation and polls until ready
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4. Returns a download link for your ZIP file
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```
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Found 3 active portfolio companies in Redwood Growth Fund III:
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1. Nova Dynamics
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2. Maple Street Health
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3. ClearPath Logistics
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Generating tear sheets using "Standard VC Template"...
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Status: Complete (3/3)
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Your tear sheets are ready — click the link above to download.
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```
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Want to see what a finished tear sheet looks like? Here's a sample:
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[Run `cp ~/.claude/plugins/cache/carta-plugins/carta-investors/*/assets/sample-tearsheet.pdf ~/Desktop/carta-sample-tearsheet.pdf`]
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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.
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You can also ask for a single portco preview before committing to a full download:
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*"Show me the tear sheet for Nova Dynamics."*
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Say **"next"** for Scenario 3.
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---
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## Section 5: Demo — Scenario 3: LP Meeting Prep
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**The situation:** You have a call with Sequoia Pension Trust in an hour. They're your largest
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LP. You want the full picture before you dial in.
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> *Imagine you just asked: "I have a call with Sequoia Pension Trust in an hour. Get me ready."*
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The plugin pulls from three data sources at once:
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**LP account summary (PARTNER_DATA):**
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```
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LP: Sequoia Pension Trust
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Commitment: $25,000,000
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Contributed to Date: $18,750,000 (75%)
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Distributions: $4,200,000
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Current NAV: $31,100,000
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Net Multiple: 1.66x
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```
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**Fund snapshot (MONTHLY_NAV_CALCULATIONS + AGGREGATE_INVESTMENTS):**
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```
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Fund NAV (Q4 2024): $142,300,000
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Active Positions: 12
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Top Holding: Nova Dynamics ($18.4M FMV)
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```
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**Benchmark standing:**
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Net IRR 24.3% — 78th percentile for 2019 vintage VC
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Then Claude asks: *"Want me to generate the tear sheet for Nova Dynamics to share on the call?"*
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One prompt. Three data sources. Ready in seconds.
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Say **"next"** to wrap up.
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---
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## Section 6: Wrap-Up
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You've seen the three core workflows:
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| Workflow | How to trigger |
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|---|---|
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| **Fundraising benchmarks** | "How does [fund name] compare to peers?" |
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| **LP reporting tear sheets** | "Download tear sheets for [fund name]" |
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| **LP meeting prep** | "I have a call with [LP name], get me ready" |
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**Coming soon:** You'll be able to build and save custom reports directly in your Carta Data
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Explorer firm folder and design custom tear sheets from scratch, right here.
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To re-run this tutorial anytime: *"show me the investors tutorial"*
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[Run `touch ~/.claude/plugins/cache/carta-plugins/carta-investors/.tutorial-seen`]
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You're all set. What would you like to explore first?

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