carta-co-investors

carta-co-investors is a skill for Claude Code from carta/plugins. It costs 115 tokens per session (10,850 once invoked), scanned A, original, Apache-2.0.

A Carta-based analysis for finding which investors co-invested with you in portfolio companies. Co-investors are other investors who participated in the same investment.

In plain words
What is it for?
Use it to identify co-investors across a portfolio or by investment stage or round, and to explore who invested in a specific portfolio company.
Why use it?
It turns investment agreement data into answers and clickable reports, so teams can investigate shared investments without manually comparing documents.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: model in frontmatter; names the AskUserQuestion tool; mentions Claude Code.

Runs only inside its plugin — its command needs a path that Claude Code sets for a plugin’s own hooks and for nothing else. Install the plugin, not this.

Part of the carta-investors plugin — 16 skills, 2 commands shipped together

Good fit Use it to identify co-investors across a portfolio or by investment stage or round, and to explore who invested in a specific portfolio company.

Compare 6 skills from other repositories ↓
Install

Getting it into your agent

This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.

Claude Code
/plugin marketplace add carta/plugins
Claude Code
/plugin install carta-investors

Made for: Claude Code.

Or install carta-investors, the plugin that ships this one along with the rest of its 16 skills, 2 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for carta-co-investors

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/carta-co-investors/github.svg)](https://agentmods.dev/skills/carta/plugins/carta-co-investors)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/carta-co-investors"><img src="https://agentmods.dev/badge/skills/carta/plugins/carta-co-investors/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for carta-co-investors

Your own site · 80×15
<a href="https://agentmods.dev/skills/carta/plugins/carta-co-investors"><img src="https://agentmods.dev/badge/skills/carta/plugins/carta-co-investors.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 115 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 10,850 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00115 $0.10850
Opus 5 $0.00057 $0.05425
Sonnet 5 $0.00023 $0.02170
Haiku 4.5 $0.00012 $0.01085

Measured 2d ago against content hash 0c8e1a7202d8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

carta-co-investors scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/render-artifact.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/carta-investors/skills/carta-co-investors/SKILL.md · 632 lines

How it starts

The opening of the file, as written. The whole thing — 632 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Co-investor analysis

Analyze who co-invests alongside you across your portfolio using Stock Purchase Agreement (SPA) data uploaded to Carta. Supports both interactive visual reports and direct analytical questions.


Data source

All SQL reads a single table, FUND_ADMIN.DOCUMENT_AI_RECORD — one row per extracted entity or event, with the type-specific fields in an ATTRIBUTES VARIANT rather than named columns. Each query opens with a prelude that pivots it into the three relations the analysis needs, so every downstream CTE reads exactly as it would against named columns:

Prelude CTE Filter
spa_issuer RECORD_TYPE = 'company'
spa_purchaser RECORD_TYPE = 'investor'
spa_deal RECORD_TYPE = 'stock_purchase'

spa_rec also filters FIRM_ID even though every query filters it again downstream. That is deliberate: firm_id is the leading column of the table's clustering key, so pinning it here lets Snowflake prune partitions instead of scanning every firm's records and discarding them after the join. Measured on a ~460-SPA firm it cut Query S from 3.3 GB scanned to 765 MB and 2.65s to 1.25s. It is safe because firm_id is constant across an extraction's records — verified: zero extractions carry more than one distinct firm_id.

Read the full file on GitHub · 632 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago Changed 0c8e1a7202d8
  2. 3d ago Changed · -449 lines scan B → A 1c314ade659d
  3. 13d ago First seen · 1,081 lines · 115 tokens per session scan B 564ac2c67168

Subscribe to this mod's changes

carta-co-investors is a skill published in the GitHub repository carta/plugins (13 stars, last pushed today), licensed Apache-2.0. It adds 115 tokens to every session and 10,850 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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