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carta-portfolio-alerts

Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

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SKILL.md
Quality
Evals
Security

Evaluation results

100%

30%

Portfolio Health Check — Q2 Review

Full portfolio health dashboard

Criteria
Without context
With context

409A expired → Critical

100%

100%

409A ~45 days → Warning

0%

100%

Option pool <2% → Critical

100%

100%

Option pool 3–5% → Warning

100%

100%

Note maturity overdue → Critical

100%

100%

Note maturity ~60 days → Warning

0%

100%

SAFE >20% cap → Warning

0%

100%

BLUF lead with counts

100%

100%

Critical-first sort order

100%

100%

Date format MMM d, yyyy

100%

100%

Scan date and count shown

100%

100%

100%

32%

409A Valuation Coverage Audit

409A expiry coverage audit

Criteria
Without context
With context

Expired 409A → Critical

100%

100%

No 409A → Critical

66%

100%

No-409A company not skipped

100%

100%

409A within 90 days → Warning

75%

100%

409A within 90–180 days → Info

33%

100%

409A within 90–180 days → Info (second case)

25%

100%

Healthy 409A → no alert

100%

100%

Date format MMM d, yyyy

0%

100%

Scan date and company count

100%

100%

100%

58%

Equity Capacity and Debt Maturity Risk Scan

Option pool and debt maturity risk

Criteria
Without context
With context

Option pool <2% → Critical

30%

100%

Option pool 2–5% → Warning

0%

100%

Option pool 5–10% → Info

25%

100%

Option pool >10% → no alert

100%

100%

Note maturity past → Critical

100%

100%

Note maturity ~76 days → Warning

0%

100%

Note maturity ~139 days → Info

0%

100%

SAFE sum > 20% → Warning

16%

100%

SAFE amounts summed

100%

100%

Date format MMM d, yyyy

60%

100%

Scan date and company count

100%

100%

Critical-first ordering

40%

100%

Repository
carta/plugins
Evaluated
Agent
Claude Code
Model
Claude Sonnet 4.6

Table of Contents

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