Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "get investor by ID", "list investors", "what investors do we have", or "/search-investors". Returns investor details including ID, name, and custom fields. The investor ID returned can be used with the update-investor skill.
Search for investors in the Carta CRM using GET /v1/investors (filtered list) or
GET /v1/investors/{id} (single investor by ID). Return results in a readable summary
and always include the investor ID so the user can reference it for updates.
Based on the user's request, choose one of two modes:
64f1a2b3c4d5e6f7a8b9c0d1) → use GET /v1/investors/{id}GET /v1/investors with query paramsIf it's unclear, default to By search / filter and ask the user for a search term.
By ID:
curl -s "https://api.listalpha.com/v1/investors/<id>" \
-H "Authorization: ${LISTALPHA_API_KEY}"
By search / filter:
Build a query string from the available parameters and call:
curl -s "https://api.listalpha.com/v1/investors?search=<term>&limit=20" \
-H "Authorization: ${LISTALPHA_API_KEY}"
Available query parameters:
| Param | Type | Description |
|---|---|---|
search | string | Investor name or keyword |
limit | integer | Max results (default to 20 unless user specifies) |
offset | integer | Skip N results for pagination |
Omit any params the user did not specify.
For each investor returned, display:
Investor: <name> (ID: `<id>`)
Website: <website>
Location: <location>
Industry: <industry>
About: <about>
Tags: <tags>
Added: <createdAt>
Omit any fields that are blank or not present.
If no investors are found:
"No investors found matching your search. Try a different name or keyword."
If multiple results are returned, list them all and note the total count.
Always surface the investor ID prominently — the user will need it to run /update-investor.
See references/api-reference.md for full endpoint details.