Carta Portfolio Analytics App

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• Carta Co InvestorsInteractive co-investor report from Carta SPA data.
• Carta Discover CommandsMETA-DISCOVERY ONLY.
• Carta Explore DataPRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other.
• Carta Grant VestingFetches the vesting schedule for one grant or equity holder.
• Carta Round HistoryLists a company's financing rounds with dates, share classes, and prices.
• Carta Waterfall ModelingRun a waterfall (allocation) against a portfolio company in the investor firm context.
• Carta Witness SignaturesShows which witness and spousal-consent signatures on equity grants are still missing.
• Build Your NockBuilds your own tool that pressure-tests startup pitch decks with your investor questions.