deal-flow-analytics

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

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most o

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12Repo stars
1Clients
1Formats
1mo agoLast update
Skill
Authorcarta
Version0.0.0
LicenseApache-2.0
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
Cursor—
Copilot—
ChatGPT—
Gemini—
About

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-a

Keywords
skillclaude

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