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Deal Flow Analytics

skill

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-analytics". Defaults to a trailing-12-month window but accepts any date range or dimension the user specifies. Returns counts and concentration callouts per dimension, not a list of individual deals — use search-deals for that.

Works with: Claude Code (native)  ·  Cursor, Codex CLI (manual)
native: this artifact type is that client's own format

Install (Claude Code):

cp -r deal-flow-analytics ~/.claude/skills/

Security audit

Not scanned yet. We audit npm-published capabilities for known advisories, install-time scripts and permission surface; this one has no npm package we can resolve, or has not reached the queue.

Its own instructions

Its SKILL.md shows worked examples and states a limitation.

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source ↗  ·  skill:carta/deal-flow-analytics

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Measured 2026-08-25  ·  scorer s5  ·  how  ·  something wrong here?