# Carta Reporting

> - Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). Defers to specialized skills for: waterfall exits, SAFE/note conversion math, voting rights, issuance, modifying issuables, per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), round history lookup (use carta-round-history for "What was our Series B round?"), and SAFE/convertible conversion math. Not for cross-portfolio data.

## Facts
- Page: https://tashan.sh/capability/skill-carta-carta-reporting
- tashan id: skill:carta/carta-reporting
- Source: https://github.com/carta/plugins
- Type: skill
- Category: other
- 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-reporting ~/.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.