# Carta Explore Data

> PRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other skill for Carta Web / Fund Admin data. Carta Web / Fund Admin investors data queries against the data warehouse. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balance sheets, cap tables, ownership %, shareholders, 409a valuations, FMV, MOIC, fund holdings, financing rounds, convertible notes, SAFEs. Prefer over carta-soi for data queries (Cowork persistent artifacts); over carta-portfolio-valuations for read-only valuation/MOIC/investment data (that skill runs/updates valuation projects); over carta-lp-dashboard unless asked by name; over carta-consolidating-balance-sheet for single-fund balance sheets. Use instead: carta-co-investors for co-investor / "who else invested" analysis; carta-waterfall-modeling for exit-waterfall / "who gets paid if X exits" modeling; carta-manco for ManCo budgeting, actuals, pacing, sub-account drill-downs, or budget/actuals breakdowns.

## Facts
- Page: https://tashan.sh/capability/skill-carta-carta-explore-data
- tashan id: skill:carta/carta-explore-data
- Source: https://github.com/carta/plugins
- Type: skill
- Category: finance
- tashan score: not scored (catalogued only — too little public evidence)
- Adoption: 9.0
- Upkeep: 95.0
- Freshness: 90.0
- Evidence coverage: 84% of the inputs this score can use
- Health: active
- Instruction depth: not yet graded
- License: Apache-2.0
- Official: no

## Install

```sh
cp -r carta-explore-data ~/.claude/skills/
```

## Security audit
Not scanned. We audit npm-published capabilities; this one has no npm package we can resolve, or has not reached the queue. This is not a clean bill of health.

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Measured 2026-08-25 by tashan (https://tashan.sh) from public evidence. Scorer s5.