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Carta Fund Forecasting

Category: General  ·  Sub-category: business-ops  ·  Last updated:
Fund Forecasting (Tactyc) read-only analytics — fund performance metrics and per-investment analytics for funds IN FUND FORECASTING (Tactyc) ONLY. It is a SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use carta-explore-data instead for Carta Web / Fund Admin, data-warehouse, cap-table, or accounting queries. Metrics: TVPI, DPI, RVPI, gross/net IRR, MOIC, NAV, unrealized FMV, realized proceeds, committed/contributed/called capital, planned reserves, management fees & expenses, waterfall tiers and net proceeds to LP/GP, per-company MOIC/IRR/FMV/ownership %/holding period/round events (round dates, entry/post-money valuations, share price, round ladder), and Group Holdings Shares (per-company share count). Also route here for the Fund Forecasting app URL (fund-forecasting.app.carta.com) or 'Tactyc'. If the user hasn't said which system the fund is in, ask first — don't assume Fund Forecasting. Reports existing data only — no scenarios, no fund-construction build/edit.
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About this skill (catalog notes)

Carta Fund Forecasting includes pricing or quota commentary; at least one code block. At roughly 5,493 words the SKILL.md is on the longer end of the catalog distribution.

License
Apache-2.0
Original author
carta
Indexed lastmod
Catalog position
General · business-ops
Indexed related skills
10

How Carta Fund Forecasting fits the catalog

Carta Fund Forecasting sits in the General category under the business-ops sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

<!-- carta:instrumentation-fallback --> <IMPORTANT> _instrumentation_v2 is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: _instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>"} skills is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry "plugin:skill" and keep them oldest-first, with the most recently used skill last. List only Carta skills (carta-cap-table:,…

What this skill does

Carta Fund Forecasting is a community-contributed Claude Code skill in the business-ops sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/carta-fund-forecasting/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Carta Fund Forecasting Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 175,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/carta-fund-forecasting
curl -L https://claudskills.com/skills/carta-fund-forecasting/SKILL.md \
  -o ~/.claude/skills/carta-fund-forecasting/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/carta-fund-forecasting/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/carta-fund-forecasting/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\carta-fund-forecasting\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Carta Fund Forecasting Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/carta-fund-forecasting/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Carta Fund Forecasting skill do?
Fund Forecasting (Tactyc) read-only analytics — fund performance metrics and per-investment analytics for funds IN FUND FORECASTING (Tactyc) ONLY. It is a SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use carta-explore-data instead for Carta Web / Fund Admin, data-warehouse, cap-table, or accounting queries. Metrics: TVPI, DPI, RVPI, gross/net IRR, MOIC, NAV, unrealized FMV, realized proceeds, committed/contributed/called capital, planned reserves, management fees & expenses, waterfall tiers and net proceeds to LP/GP, per-company MOIC/IRR/FMV/ownership %/holding period/round events (round dates, entry/post-money valuations, share price, round ladder), and Group Holdings Shares (per-company share count). Also route here for the Fund Forecasting app URL (fund-forecasting.app.carta.com) or 'Tactyc'. If the user hasn't said which system the fund is in, ask first — don't assume Fund Forecasting. Reports existing data only — no scenarios, no fund-construction build/edit.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Carta Fund Forecasting skill?
Use Carta Fund Forecasting when your Claude Code task falls under the General category — specifically in the business ops area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Carta Fund Forecasting" or describe the task and let Claude pick). Browse related skills at /category/general/.
What is a Claude Code skill and how does the Carta Fund Forecasting skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Fund Forecasting is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
carta. (2026). Carta Fund Forecasting [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/carta-fund-forecasting/
BibTeX
@misc{carta-fund-forecasting-2026,
  author    = {carta},
  title     = {Carta Fund Forecasting [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/carta-fund-forecasting/}
}

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Grade A · scanned 2026-08-03 — free static scan against the OWASP Agentic Skills Top 10.

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