{"schema":"ai-blocks-role/1","id":"check-an-escrow-funded-earnout","name":"Earnout payout and escrow cash checker","summary":"Check a sale's earnout payout and the cash held for it. Show the required reserve, possible release and any shortfall.","area":"finance","family":{"id":"money-and-investing","name":"Research investments and business value"},"lead":"check-an-escrow-funded-earnout","featured":false,"contextKind":"personal","deliverables":["The payout the formula gives for the agreed result","The escrow balance after the deposit and payments out","The cash that can be released, and the amount held for an approved reserve","Any exposure the escrow does not cover","A list of missing facts and checks that could not run"],"inputs":["The earnout clause: threshold, cap and the payout rate or formula","The agreed result for the metric and the period it covers (from the signed statement)","Notes on any dispute over the result","Proof of the earnout escrow deposit and every payment out of it (from the escrow agent's statement)","The contract wording on any pending reserve the buyer may hold back"],"opening":{"give":["The earnout clause: threshold, cap and the payout rate or formula","The agreed result for the metric and the period it covers (from the signed statement)","Notes on any dispute over the result"],"get":["The payout the formula gives for the agreed result","The escrow balance after the deposit and payments out","The cash that can be released, and the amount held for an approved reserve","Any exposure the escrow does not cover"]},"helpfulInputs":["The escrow agent's latest statement.","The signed statement that fixes the earnout metric."],"fit":["The earnout period has ended and the result is agreed.","A seller asks how much of the earnout is due.","A buyer needs to know if the escrow covers a likely payout.","You need to know how much escrow cash can be released."],"limits":["Your earnout has steps, cliffs or several metrics: this covers one straight-line clause only.","The escrow secures other claims, such as indemnity or working capital: use the Escrow release balance checker on its own.","You need the earnout's fair value for accounts: this checks a payout scenario and escrow cover, not valuation."],"tools":["A spreadsheet tool and an AI that reads files: The payout formula and the escrow balance are short calculations that must be recalculated and traceable.","Claude, ChatGPT or Gemini: Any of them can do these sums in a chat and show each step.","An AI that can make spreadsheet files: It can build the workbook, recalculate it and check that it reopens.","Node.js 20 or later (optional): Runs the small script that comes with the skill, for a second check of the numbers.","Claude, ChatGPT or Gemini: Any of them can work through the sums in a chat."],"method":["Download the workflow pack and add it to Claude, ChatGPT or Gemini, in a chat that accepts files.","Attach the earnout clause, the agreed result and the escrow statements. Say the currency and the date of the check.","Ask your AI to follow the pack and save each step's file.","After step 1, check the threshold, cap and result against the clause. A disputed result stays flagged.","After step 2, check the escrow records tie to the statement and the reserve is in the contract. Give the result to your lawyer or escrow agent. It is not a payment instruction."],"capabilities":[{"name":"Earnout payout checker","description":"Applies the one straight-line clause to the agreed result, keeping threshold and cap in order. Flags disputes. Labels the result a payout scenario, not a fair value. Hands step 2 the payout and any approved reserve."},{"name":"Escrow release checker","description":"Passes on a reserve only if the contract approves it. Uses the actual deposit and payments out. Shows the release and any uncovered exposure, with no payment instruction."}],"expertise":{"principles":["Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.","Show the calculation, inputs and period for every figure.","Label actuals, estimates and forecasts clearly.","Send tax, legal and regulatory questions to a qualified professional."],"pitfalls":["Mixing cash and accrual figures, or different periods, in one comparison.","Rounding or formula errors that do not tie back to totals.","Giving personal investment advice."],"quality":["Use this path only when the contract funds the earnout from this escrow. Other indemnity or working-capital escrows stay separate.","The payout is zero at the threshold, the maximum at the cap, and a straight line between. Disputed results are shown apart, not blended.","Balance left equals the opening deposit less payments out, and release plus reserve equals the balance left.","Only a reserve the contract approves is held back. The result is not a payment instruction.","Each input traces to its source, date, currency and scale. A real zero, missing evidence and a ratio that does not apply are three different things. Say which one it is.","Totals tie out, and differences are explained line by line.","Forecast assumptions are listed and easy to change."],"sources":{"learned":0,"curated":false,"method":5,"source":0,"area":"finance"}},"workedExample":{"situation":"The earnout period has ended and the result is agreed.","task":"Check a sale's earnout payout and the cash held for it. Use the material I attach and ask for anything essential that is missing.","given":["The earnout clause and the agreed result","The escrow deposit and payment records","The contract wording on any pending reserve"],"outputs":[{"name":"outputs/step-1-earnout-payout-checker.md","contains":"The payout the formula gives for the agreed result, with any dispute flagged."},{"name":"outputs/step-2-escrow-release-checker.md","contains":"Escrow balance, releasable cash, approved reserve and any uncovered amount."},{"name":"HAND-BACK SUMMARY","contains":"Files saved, sources used, assumptions, MISSING lines, checks missed and one suggested next step."}]},"example":"Check a sale's earnout payout and the cash held for it. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Earnout payout and escrow cash checker","description":"Check a sale's earnout payout and the cash held for it. Show the required reserve, possible release and any shortfall.","method":"check-an-escrow-funded-earnout","when":["The earnout period has ended and the result is agreed.","A seller asks how much of the earnout is due.","A buyer needs to know if the escrow covers a likely payout.","You need to know how much escrow cash can be released."],"inputs":["The earnout clause: threshold, cap and the payout rate or formula","The agreed result for the metric and the period it covers (from the signed statement)","Notes on any dispute over the result","Proof of the earnout escrow deposit and every payment out of it (from the escrow agent's statement)","The contract wording on any pending reserve the buyer may hold back"],"deliverables":["The payout the formula gives for the agreed result","The escrow balance after the deposit and payments out","The cash that can be released, and the amount held for an approved reserve","Any exposure the escrow does not cover","A list of missing facts and checks that could not run"]},{"name":"Sale earnout payout checker","description":"Share the signed earnout thresholds and agreed result. Check the payment due between the minimum and cap.","method":"earnout-payout-checker","when":["A year has ended and you need the earnout payment based on the agreed result.","The buyer and seller disagree on an adjustment and you want to see what it is worth in cash.","You are checking a payment calculation in a statement against the contract terms.","You want to see the payout at several results before you agree a target."],"inputs":["The metric the earnout is based on, and the period it covers (from the signed agreement)","The agreed result for that metric (from the buyer and seller's statement)","The threshold where payment starts (from the agreement)","The cap where payment is full (from the agreement)","The maximum payout (from the agreement)","A disputed adjustment, if there is one (optional)","The currency and units, such as USD in millions"],"deliverables":["The share of the range earned, from 0% to 100%","The payout in your currency","A separate payout line for any disputed adjustment, so the two are not blended","A check that a result at the threshold pays zero and a result at the cap pays the maximum","A list of missing facts and checks that could not run","A small workbook with the same sums, if your AI can make files"]},{"name":"Escrow release balance checker","description":"Share deposits, paid claims and approved reserves. Check what stays in escrow and what could be released.","method":"escrow-release-checker","when":["A release date is near, and you want to know what the sellers can get.","A new claim has been approved, and you want the reserve to reflect it.","The escrow agent's statement and your own numbers do not match.","A buyer asks for more than the escrow holds, and you want to see the gap."],"inputs":["The opening escrow deposit (from the escrow agreement)","Payments already made from the escrow, with dates (from the escrow agent's statement)","Approved pending claims, each with an ID and an amount (from the claim notices)","The release date and the release conditions (from the escrow agreement)","The currency and units"],"deliverables":["The balance left, the reserve to keep and the amount that can be released","Any claims above the balance, shown as a shortfall","A list of claim IDs, matched to the claim notices","A check of the release conditions","A list of missing facts and checks it could not run","A small workbook with the same sums, if your AI can make files"]},{"name":"Debt payment reserve checker","description":"Share reserve balances and loan terms. Check required funding, permitted draws and any reserve shortfall.","method":"debt-reserve-rollforward-builder","when":["A period has ended and your loan agreement asks you to check the reserve account again.","The reserve was drawn on and you need to see how much must go back in.","Next year's debt service changes and you want the new required balance.","A lender asks why the reserve is short and you need the sums written down."],"inputs":["The reserve account balance at the start of the period (from the bank statement)","Any draw your lender approved this period (from the lender's written approval)","Next year's debt service (from the loan repayment schedule)","The number of months of debt service the reserve must cover (from the loan agreement)","Cash you can put into the reserve now (from your cash forecast)","The currency and units, such as USD in thousands","Your own loan spreadsheet (optional)"],"deliverables":["The reserve balance the loan requires","The draw applied, capped at what the account holds","The top-up deposit, limited to the cash you can put in","Any excess that could be released, shown as a scenario only","The ending reserve balance and any gap left unfunded","A list of missing facts and checks that could not run","A small workbook with the same sums, if your AI can make files"]},{"name":"me.md builder","description":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","method":"me-md-builder","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"]}],"resources":[{"slug":"check-an-escrow-funded-earnout","name":"Earnout payout and escrow cash checker","summary":"Check a sale's earnout payout and the cash held for it. Show the required reserve, possible release and any shortfall.","task":"money-and-investing","kind":"workflow","path":"/workflows/check-an-escrow-funded-earnout","revision":"81202bb55bde0c861cfce8f814b6ce9f746386536f8e31b76d629cdd6d1386ef","skillPath":"/skills/check-an-escrow-funded-earnout/SKILL.md","bundled":false,"onboarding":false},{"slug":"earnout-payout-checker","name":"Sale earnout payout checker","summary":"Share the signed earnout thresholds and agreed result. Check the payment due between the minimum and cap.","task":"money-and-investing","kind":"skill","path":"/skills/earnout-payout-checker","revision":"4cdcb8b7e9d14e24696d390f5757fc81b61e6ebea8cd69bc6bf1873d3cf12c80","skillPath":"/skills/earnout-payout-checker/SKILL.md","bundled":true,"onboarding":false},{"slug":"escrow-release-checker","name":"Escrow release balance checker","summary":"Share deposits, paid claims and approved reserves. Check what stays in escrow and what could be released.","task":"money-and-investing","kind":"skill","path":"/skills/escrow-release-checker","revision":"faf81acd6878718525628bf0ed35a1be06421d12b38bf446a53a4069fb2c9e8b","skillPath":"/skills/escrow-release-checker/SKILL.md","bundled":true,"onboarding":false},{"slug":"debt-reserve-rollforward-builder","name":"Debt payment reserve checker","summary":"Share reserve balances and loan terms. Check required funding, permitted draws and any reserve shortfall.","task":"money-and-investing","kind":"skill","path":"/skills/debt-reserve-rollforward-builder","revision":"38b183320bd32a88e20bbce801a66e437be82dc655fe26c4124e4783be1a3e7c","skillPath":"/skills/debt-reserve-rollforward-builder/SKILL.md","bundled":false,"onboarding":false,"support":true},{"slug":"me-md-builder","name":"me.md builder","summary":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","task":"set-up-ai","kind":"skill","path":"/skills/me-md-builder","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","skillPath":"/skills/me-md-builder/SKILL.md","bundled":false,"onboarding":true}],"resourceCount":5,"sourceChecks":{"completeMethods":5,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: The payout the formula gives for the agreed result"},{"id":"c2","criterion":"Delivers: The escrow balance after the deposit and payments out"},{"id":"c3","criterion":"Delivers: The cash that can be released, and the amount held for an approved reserve"},{"id":"c4","criterion":"Delivers: Any exposure the escrow does not cover"},{"id":"c5","criterion":"Use this path only when the contract funds the earnout from this escrow. Other indemnity or working-capital escrows stay separate."},{"id":"c6","criterion":"The payout is zero at the threshold, the maximum at the cap, and a straight line between. Disputed results are shown apart, not blended."},{"id":"c7","criterion":"Balance left equals the opening deposit less payments out, and release plus reserve equals the balance left."},{"id":"c8","criterion":"Only a reserve the contract approves is held back. The result is not a payment instruction."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"The earnout period has ended and the result is agreed.","expect":["The payout the formula gives for the agreed result","The escrow balance after the deposit and payments out","The cash that can be released, and the amount held for an approved reserve"]},{"id":"g2","kind":"core","situation":"A seller asks how much of the earnout is due.","expect":["The payout the formula gives for the agreed result","The escrow balance after the deposit and payments out","The cash that can be released, and the amount held for an approved reserve"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: The earnout clause: threshold, cap and the payout rate or formula","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Updated scope, deliverables or inputs. Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"check-an-escrow-funded-earnout","name":"Earnout payout and escrow cash checker","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Check a sale's earnout payout and the cash held for it. Show the required reserve, possible release and any shortfall.","capabilities":[{"name":"Earnout payout checker","description":"Applies the one straight-line clause to the agreed result, keeping threshold and cap in order. Flags disputes. Labels the result a payout scenario, not a fair value. Hands step 2 the payout and any approved reserve."},{"name":"Escrow release checker","description":"Passes on a reserve only if the contract approves it. Uses the actual deposit and payments out. Shows the release and any uncovered exposure, with no payment instruction."}],"limits":["Your earnout has steps, cliffs or several metrics: this covers one straight-line clause only.","The escrow secures other claims, such as indemnity or working capital: use the Escrow release balance checker on its own.","You need the earnout's fair value for accounts: this checks a payout scenario and escrow cover, not valuation."]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"personal","requirement":"Inspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.","method":"me-md-builder","files":["me.md","work/context-check.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. Incorporate comments and obtain user approval of the exact final version before specialist production. A preparation is not an approved plan.","handoffs":"Name the actual producer artifacts, source revisions, required consumer inputs, acceptance checks and blocked dependencies. Verify the artifact content before advancing.","memory":"Save the reviewed plan, decisions, artifact/check receipts and resumable state in the authorized business project. Actual persistent storage must be verified."},"routes":[{"method":"check-an-escrow-funded-earnout","name":"Earnout payout and escrow cash checker","kind":"workflow","primary":true,"purpose":"primary","when":["The earnout period has ended and the result is agreed.","A seller asks how much of the earnout is due.","A buyer needs to know if the escrow covers a likely payout.","You need to know how much escrow cash can be released."],"inputs":["The earnout clause: threshold, cap and the payout rate or formula","The agreed result for the metric and the period it covers (from the signed statement)","Notes on any dispute over the result","Proof of the earnout escrow deposit and every payment out of it (from the escrow agent's statement)","The contract wording on any pending reserve the buyer may hold back"],"deliverables":["The payout the formula gives for the agreed result","The escrow balance after the deposit and payments out","The cash that can be released, and the amount held for an approved reserve","Any exposure the escrow does not cover","A list of missing facts and checks that could not run"],"instruction":"skills/check-an-escrow-funded-earnout/SKILL.md","revision":"81202bb55bde0c861cfce8f814b6ce9f746386536f8e31b76d629cdd6d1386ef","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"earnout-payout-checker","name":"Sale earnout payout checker","kind":"skill","primary":false,"purpose":"bundled","when":["A year has ended and you need the earnout payment based on the agreed result.","The buyer and seller disagree on an adjustment and you want to see what it is worth in cash.","You are checking a payment calculation in a statement against the contract terms.","You want to see the payout at several results before you agree a target."],"inputs":["The metric the earnout is based on, and the period it covers (from the signed agreement)","The agreed result for that metric (from the buyer and seller's statement)","The threshold where payment starts (from the agreement)","The cap where payment is full (from the agreement)","The maximum payout (from the agreement)","A disputed adjustment, if there is one (optional)","The currency and units, such as USD in millions"],"deliverables":["The share of the range earned, from 0% to 100%","The payout in your currency","A separate payout line for any disputed adjustment, so the two are not blended","A check that a result at the threshold pays zero and a result at the cap pays the maximum","A list of missing facts and checks that could not run","A small workbook with the same sums, if your AI can make files"],"instruction":"skills/earnout-payout-checker/SKILL.md","revision":"4cdcb8b7e9d14e24696d390f5757fc81b61e6ebea8cd69bc6bf1873d3cf12c80","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"escrow-release-checker","name":"Escrow release balance checker","kind":"skill","primary":false,"purpose":"bundled","when":["A release date is near, and you want to know what the sellers can get.","A new claim has been approved, and you want the reserve to reflect it.","The escrow agent's statement and your own numbers do not match.","A buyer asks for more than the escrow holds, and you want to see the gap."],"inputs":["The opening escrow deposit (from the escrow agreement)","Payments already made from the escrow, with dates (from the escrow agent's statement)","Approved pending claims, each with an ID and an amount (from the claim notices)","The release date and the release conditions (from the escrow agreement)","The currency and units"],"deliverables":["The balance left, the reserve to keep and the amount that can be released","Any claims above the balance, shown as a shortfall","A list of claim IDs, matched to the claim notices","A check of the release conditions","A list of missing facts and checks it could not run","A small workbook with the same sums, if your AI can make files"],"instruction":"skills/escrow-release-checker/SKILL.md","revision":"faf81acd6878718525628bf0ed35a1be06421d12b38bf446a53a4069fb2c9e8b","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"debt-reserve-rollforward-builder","name":"Debt payment reserve checker","kind":"skill","primary":false,"purpose":"support","when":["A period has ended and your loan agreement asks you to check the reserve account again.","The reserve was drawn on and you need to see how much must go back in.","Next year's debt service changes and you want the new required balance.","A lender asks why the reserve is short and you need the sums written down."],"inputs":["The reserve account balance at the start of the period (from the bank statement)","Any draw your lender approved this period (from the lender's written approval)","Next year's debt service (from the loan repayment schedule)","The number of months of debt service the reserve must cover (from the loan agreement)","Cash you can put into the reserve now (from your cash forecast)","The currency and units, such as USD in thousands","Your own loan spreadsheet (optional)"],"deliverables":["The reserve balance the loan requires","The draw applied, capped at what the account holds","The top-up deposit, limited to the cash you can put in","Any excess that could be released, shown as a scenario only","The ending reserve balance and any gap left unfunded","A list of missing facts and checks that could not run","A small workbook with the same sums, if your AI can make files"],"instruction":"skills/debt-reserve-rollforward-builder/SKILL.md","revision":"38b183320bd32a88e20bbce801a66e437be82dc655fe26c4124e4783be1a3e7c","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"me-md-builder","name":"me.md builder","kind":"skill","primary":false,"purpose":"context","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"],"instruction":"skills/me-md-builder/SKILL.md","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."}],"connections":[{"name":"A spreadsheet tool and an AI that reads files: The payout formula and the escrow balance are short calculations that must be recalculated and traceable.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Claude, ChatGPT or Gemini: Any of them can do these sums in a chat and show each step.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"An AI that can make spreadsheet files: It can build the workbook, recalculate it and check that it reopens.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Node.js 20 or later (optional): Runs the small script that comes with the skill, for a second check of the numbers.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Claude, ChatGPT or Gemini: Any of them can work through the sums in a chat.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-check-an-escrow-funded-earnout\ndescription: \"Carry out a scoped earnout payout and escrow cash checker task with the selected library methods and checked deliverables.\"\n---\n\n# Earnout payout and escrow cash checker\n\nAI Blocks role setup: https://useaiblocks.com/roles/check-an-escrow-funded-earnout · version 2\n\n## Remit\nCheck a sale's earnout payout and the cash held for it. Show the required reserve, possible release and any shortfall.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- The payout the formula gives for the agreed result\n- The escrow balance after the deposit and payments out\n- The cash that can be released, and the amount held for an approved reserve\n- Any exposure the escrow does not cover\n- A list of missing facts and checks that could not run\n\n## How an expert works\n1. Earnout payout checker: Applies the one straight-line clause to the agreed result, keeping threshold and cap in order. Flags disputes. Labels the result a payout scenario, not a fair value. Hands step 2 the payout and any approved reserve.\n2. Escrow release checker: Passes on a reserve only if the contract approves it. Uses the actual deposit and payments out. Shows the release and any uncovered exposure, with no payment instruction.\n\n## Decision rules\n- Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.\n- Show the calculation, inputs and period for every figure.\n- Label actuals, estimates and forecasts clearly.\n- Send tax, legal and regulatory questions to a qualified professional.\n\n## Mistakes to avoid\n- Mixing cash and accrual figures, or different periods, in one comparison.\n- Rounding or formula errors that do not tie back to totals.\n- Giving personal investment advice.\n\n## Worked example (not the user's task)\nSituation: The earnout period has ended and the result is agreed.\nGiven: The earnout clause and the agreed result; The escrow deposit and payment records; The contract wording on any pending reserve\nA strong result contains:\n- outputs/step-1-earnout-payout-checker.md: The payout the formula gives for the agreed result, with any dispute flagged.\n- outputs/step-2-escrow-release-checker.md: Escrow balance, releasable cash, approved reserve and any uncovered amount.\n- HAND-BACK SUMMARY: Files saved, sources used, assumptions, MISSING lines, checks missed and one suggested next step.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- Use this path only when the contract funds the earnout from this escrow. Other indemnity or working-capital escrows stay separate.\n- The payout is zero at the threshold, the maximum at the cap, and a straight line between. Disputed results are shown apart, not blended.\n- Balance left equals the opening deposit less payments out, and release plus reserve equals the balance left.\n- Only a reserve the contract approves is held back. The result is not a payment instruction.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Limits\n- Your earnout has steps, cliffs or several metrics: this covers one straight-line clause only.\n- The escrow secures other claims, such as indemnity or working capital: use the Escrow release balance checker on its own.\n- You need the earnout's fair value for accounts: this checks a payout scenario and escrow cover, not valuation.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If me.md is needed, reuse the relevant slice of an existing me.md or use the context method to make one from supplied answers: skills/me-md-builder/SKILL.md. Files: me.md, work/context-check.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nUse only the parts of me.md that matter for this job. Keep personal and business records private and minimal. Check dates, names and figures against the supplied records. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/check-an-escrow-funded-earnout/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- Earnout payout and escrow cash checker (primary): [complete method](../check-an-escrow-funded-earnout/SKILL.md), revision 81202bb55bde\n- Sale earnout payout checker: [complete method](../earnout-payout-checker/SKILL.md), revision 4cdcb8b7e9d1\n- Escrow release balance checker: [complete method](../escrow-release-checker/SKILL.md), revision faf81acd6878\n- Debt payment reserve checker (support method): [complete method](../debt-reserve-rollforward-builder/SKILL.md), revision 38b183320bd3\n- me.md builder (context setup): [complete method](../me-md-builder/SKILL.md), revision 3d3708ece93a\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"locked-box-recovery-review-assistant","name":"Fixed-price deal leakage reviewer"},{"id":"reconcile-seller-closing-cash","name":"Seller closing proceeds and retained cash checker"},{"id":"seller-closing-revision-assistant","name":"Seller closing cash and escrow reviewer"},{"id":"reconcile-project-reserves-and-payment-priority","name":"Project debt reserve payment checker"}],"sourceHash":"ed88e0f5a274c4cd4f7fe6330787050254abe3c80c3a28b2e2cbfd29a0872af5"}