carta-compliance-routing

SKILLWorkflowcommunity
v0.0.0cartaApache-2.0Updated 1mo agoSource →

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how muc

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1mo agoLast update
Skill
Authorcarta
Version0.0.0
LicenseApache-2.0
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
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About

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing. NOT FOR: 409A valuations, cap

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