# Carta

> Equity and compensation workflows

Skills for Carta equity records, compensation analysis, issuance, vesting, and related workflows.

## Profile stats

- Skills: 36
- Stars: 538
- Best skill: carta-compensation-rolematcher

## Links

- HTML page: https://omgskills.com/library/carta/
- GitHub: https://github.com/carta

## Featured skills

- [add-company](https://omgskills.com/skills/carta/plugins/plugins/carta-crm/skills/add-company/index.md) — Adds one or more company records to the Carta CRM via the Carta CRM MCP Server.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [add-contact](https://omgskills.com/skills/carta/plugins/plugins/carta-crm/skills/add-contact/index.md) — Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [add-deal](https://omgskills.com/skills/carta/plugins/plugins/carta-crm/skills/add-deal/index.md) — Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [add-fundraising](https://omgskills.com/skills/carta/plugins/plugins/carta-crm/skills/add-fundraising/index.md) — Adds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [add-investor](https://omgskills.com/skills/carta/plugins/plugins/carta-crm/skills/add-investor/index.md) — Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [add-note](https://omgskills.com/skills/carta/plugins/plugins/carta-crm/skills/add-note/index.md) — Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [carta-compensation-rolematcher](https://omgskills.com/skills/carta/plugins/plugins/carta-cap-table/skills/carta-compensation-rolematcher/index.md) — Classify a job title or description into the CTC taxonomy (job area, focus, level, track).
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [carta-compensation-scorecard](https://omgskills.com/skills/carta/plugins/plugins/carta-cap-table/skills/carta-compensation-scorecard/index.md) — Carta Total Compensation scorecard — shows how a corporation's employees compare to market.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [carta-conversion-calculator](https://omgskills.com/skills/carta/plugins/plugins/carta-cap-table/skills/carta-conversion-calculator/index.md) — Calculate SAFE and convertible note conversion into equity at a financing close.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [carta-data-collection](https://omgskills.com/skills/carta/plugins/plugins/carta-investors/skills/carta-data-collection/index.md) — Data collection for an investment firm's portfolio companies — asking them for financials, KPIs and documents, and...
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [carta-download-tearsheet](https://omgskills.com/skills/carta/plugins/plugins/carta-investors/skills/carta-download-tearsheet/index.md) — Download tear sheets for your portfolio companies and funds on Carta.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars
- [carta-fund-admin-requests](https://omgskills.com/skills/carta/plugins/plugins/carta-investors/skills/carta-fund-admin-requests/index.md) — Send work to your Carta Fund Admin team and track it.
   - [@carta](https://omgskills.com/library/carta/index.md) · 15 stars

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