{"schema":"ai-blocks-role/1","id":"check-staged-follow-on-commitments","name":"Staged follow-on investment checker","summary":"Share both companies' participation rights and round terms, your approved reserve and one company's staged funding agreement. You get three linked reviews.","area":"finance","family":{"id":"money-and-investing","name":"Research investments and business value"},"lead":"check-staged-follow-on-commitments","featured":false,"contextKind":"personal","deliverables":["Your pro rata cash for each company's round","The total need against your reserve, with any gap","The most you can draw on the staged commitment, with the evidence for it","Planned, approved and funded cash shown as three separate lines","A list of missing facts and checks that could not run"],"inputs":["Side letters and outside-only allocations for both companies (from the signed agreements)","Round confirmations that show the full round including your cash, for each company","The fund's approved follow-on reserve (from the investment committee minutes)","The signed staged commitment for one company, with the cash already drawn","The milestone approval evidence for that company"],"opening":{"give":["Round confirmations that show the full round including your cash, for each company","The signed staged commitment for one company, with the cash already drawn"],"get":["Your pro rata cash for each company's round","The total need against your reserve, with any gap","The most you can draw on the staged commitment, with the evidence for it","Planned, approved and funded cash shown as three separate lines"]},"helpfulInputs":["The investment committee minutes that set the reserve.","The company's milestone sign-off or board consent."],"fit":["Two portfolio companies are raising at the same time and you hold pro rata rights in both.","An investment committee asks if your reserve covers both follow-on rounds.","A staged commitment has a milestone signed off and you want to know what can be drawn.","You are setting the follow-on reserve for the next year."],"limits":["You hold rights in one company only: use the Investor pro rata funding calculator.","You first need to find your stake after a SAFE converts: use the SAFE ownership and funding checker workflow.","You only need to compare reserve with rounds already known: use the Follow-on investment cash planner."],"tools":["A spreadsheet tool and an AI that reads files: Two companies and three steps means many linked figures. The AI should recalculate and keep each source traceable.","Claude, ChatGPT or Gemini: Any of them can do these sums in a chat.","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: It does the arithmetic and shows each line, so you can check it against your documents.","A spreadsheet app and an AI that can make files: Builds, recalculates and reopens the workbook version of the calculation.","Node.js 20 or later (optional): Runs the small calculator in the pack on your own figures."],"method":["Download the workflow pack and add it to Claude, ChatGPT or Gemini, in a chat that accepts files.","Attach the side letters, round confirmations, reserve approval and staged commitment. Say which company is staged, plus the currency and scale.","Ask your AI to follow the pack and save each step's file.","After step 1, check each company's stake and round size against its own documents. After step 2, check the reserve matches the committee approval.","After step 3, check the milestone evidence is signed. Finish every MISSING line before you commit cash."],"capabilities":[{"name":"Pro rata allocation checker","description":"Applies the outside-only method to each company with its own eligible stake. Saves each full round and each participation need as its own record. Hands step 2 the two cash needs."},{"name":"Follow-on reserve planner","description":"Compares both needs with the reserve the fund has set aside, using the checked rounds and documented targets. Shows the gap. Hands step 3 the planned amount for the staged company."},{"name":"Milestone tranche funding checker","description":"For the staged company only, compares the request with its signed undrawn commitment and the milestone-approved ceiling. Keeps the unsupported planned reserve apart from cash that is authorized to draw."}],"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":["Planning allocation, approved commitment and funded cash stay separate. No milestone or financing is assumed to be met.","Each company uses its own eligible stake and round, and no round is counted with you included twice.","Total need equals the sum of the company rows, and the gap equals the reserve less that total.","The authorized draw is never above the request, the milestone-approved ceiling or the undrawn commitment.","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":"Two portfolio companies are raising at the same time and you hold pro rata rights in both.","task":"Share both companies' participation rights and round terms, your approved reserve and one company's staged funding agreement. Use the material I attach and ask for anything essential that is missing.","given":["Side letters and round confirmations for two companies","The fund's approved follow-on reserve","The staged commitment and milestone evidence for one company"],"outputs":[{"name":"outputs/step-1-pro-rata-allocation-checker.md","contains":"Your cash for each company's round, each with its own eligible stake."},{"name":"outputs/step-2-follow-on-reserve-planner.md","contains":"Total cash need against the reserve, with any gap."},{"name":"outputs/step-3-milestone-tranche-funding-checker.md","contains":"The authorized draw on the staged commitment, and the part with no evidence."},{"name":"HAND-BACK SUMMARY","contains":"Files saved, sources used, assumptions, MISSING lines, checks missed and one suggested next step."}]},"example":"Share both companies' participation rights and round terms, your approved reserve and one company's staged funding agreement. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Staged follow-on investment checker","description":"Compare two companies' next-round needs with your reserve, then check one staged draw against its signed terms and approved milestone.","method":"check-staged-follow-on-commitments","when":["Two portfolio companies are raising at the same time and you hold pro rata rights in both.","An investment committee asks if your reserve covers both follow-on rounds.","A staged commitment has a milestone signed off and you want to know what can be drawn.","You are setting the follow-on reserve for the next year."],"inputs":["Side letters and outside-only allocations for both companies (from the signed agreements)","Round confirmations that show the full round including your cash, for each company","The fund's approved follow-on reserve (from the investment committee minutes)","The signed staged commitment for one company, with the cash already drawn","The milestone approval evidence for that company"],"deliverables":["Your pro rata cash for each company's round","The total need against your reserve, with any gap","The most you can draw on the staged commitment, with the evidence for it","Planned, approved and funded cash shown as three separate lines","A list of missing facts and checks that could not run"]},{"name":"Investor pro rata funding calculator","description":"Share ownership rights and outside investor cash. Check your participation amount and the full round total.","method":"pro-rata-allocation-checker","when":["A founder shares a round with 90 of outside money, and your side letter gives you pro rata. You want to know what to wire to hold 10%.","You are a founder and want to know how much room to leave for an investor with pro rata rights.","A lawyer's closing sheet shows a pro rata amount, and you want to check it.","Outside demand changes in the round, and you want to see how the investor's amount moves."],"inputs":["The side letter or investment agreement wording on pro rata rights","The investor's ownership share that the right covers, and the denominator it uses (from the side letter and cap table)","The cash that outside investors are putting into the round","Whether the quoted round total already includes this investor","Your own round spreadsheet (optional)"],"deliverables":["The cash the investor needs to hold their share","The round total once the investor is in","A check that the investor's cash divided by the round total equals their share","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":"Follow-on investment cash planner","description":"Share approved ownership targets and round sizes. Check the cash needed against the fund's reserve.","method":"follow-on-reserve-planner","when":["A company you back says it is raising a new round, and you want to know what keeping your share costs.","You are setting a reserve for a year and want to test it against the rounds you expect.","Two companies may raise at the same time and you need to see if one reserve covers both.","A partner or investment committee asks how much cash you need to hold back for follow-ons."],"inputs":["The share you want to hold in each company, such as 10% (from your approved plan)","The size of each company's next round, including your own money (from the term sheet or the company)","The right that lets you take part, such as a side letter or pro rata clause (from the contract)","The date of the scenario, and the currency and units, such as USD thousands","The reserve you have set aside for follow-ons (from your fund records)"],"deliverables":["The cash each company needs from you","Your total follow-on need","Headroom, meaning your reserve minus the need (a negative number is a gap)","A check that the company rows add up to the total","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":"Staged funding draw checker","description":"Check how much of a staged funding request is approved, the cash you get after fees, the commitment still unfunded and any unsupported part.","method":"milestone-tranche-funding-checker","when":["An investor committed money in stages and the company is asking for the next tranche.","You want to know how much cash will land after fees for the next milestone.","You need to show which part of a request is not backed by an approval yet.","You are checking a closing statement or draw notice for a staged financing."],"inputs":["The signed commitment, the total amount agreed in the financing documents","The amount already funded, from your bank records or the funding notices","The tranche you are asking for now","The approved draw ceiling, backed by the dated approval for the milestone","The fees taken from this draw","The date, the currency and whether figures are in units, thousands or millions"],"deliverables":["The authorized draw, which is the smallest of your request, the approved ceiling and the amount still undrawn","The net cash you receive after fees","The commitment still unfunded after this draw","The unsupported part of your request","The milestone conditions, each matched to dated approval evidence or marked MISSING","A list of every input marked MISSING and every check that could not run","A workbook version of the same lines, 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"]},{"name":"Benjamin Graham","description":"Learn to separate price from value using Benjamin Graham’s recorded frameworks. Check the evidence, the downside and the room for error.","method":"benjamin-graham","when":["Tell an investment from a speculation before you put money in","Build a margin of safety into a plan, a budget or a purchase","Decide whether you want to be a defensive or an enterprising investor, and what each takes","Stay calm when prices swing, using the Mr. Market story","Value a small business you might buy, from what it earns and owns","Write simple rules for a decision so emotion doesn't take over","Check a hot trend for signs that mood, not value, is driving the price","Explain value investing to a beginner in plain words"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Benjamin Graham would: their questions, their method, their push-back","The answer or the work, in Benjamin Graham's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"]}],"resources":[{"slug":"check-staged-follow-on-commitments","name":"Staged follow-on investment checker","summary":"Compare two companies' next-round needs with your reserve, then check one staged draw against its signed terms and approved milestone.","task":"money-and-investing","kind":"workflow","path":"/workflows/check-staged-follow-on-commitments","revision":"6c5b4d7d3ead863968979f4d797cf703c69b7a7a94d13542fb014a32ebdb2593","skillPath":"/skills/check-staged-follow-on-commitments/SKILL.md","bundled":false,"onboarding":false},{"slug":"pro-rata-allocation-checker","name":"Investor pro rata funding calculator","summary":"Share ownership rights and outside investor cash. Check your participation amount and the full round total.","task":"money-and-investing","kind":"skill","path":"/skills/pro-rata-allocation-checker","revision":"195c36608330aea578b709c41a330f9b598d16cdfbb51072ccdf99dde9a4ea10","skillPath":"/skills/pro-rata-allocation-checker/SKILL.md","bundled":true,"onboarding":false},{"slug":"follow-on-reserve-planner","name":"Follow-on investment cash planner","summary":"Share approved ownership targets and round sizes. Check the cash needed against the fund's reserve.","task":"money-and-investing","kind":"skill","path":"/skills/follow-on-reserve-planner","revision":"f9e52ecb54109f5530f03c6d6196bfa172470eea45dbb2050606108385036c9e","skillPath":"/skills/follow-on-reserve-planner/SKILL.md","bundled":true,"onboarding":false},{"slug":"milestone-tranche-funding-checker","name":"Staged funding draw checker","summary":"Check how much of a staged funding request is approved, the cash you get after fees, the commitment still unfunded and any unsupported part.","task":"money-and-investing","kind":"skill","path":"/skills/milestone-tranche-funding-checker","revision":"d2b318ba840204905a4d2116a89113e486ed68a5ebd7ded12e91081a2c3c3182","skillPath":"/skills/milestone-tranche-funding-checker/SKILL.md","bundled":true,"onboarding":false},{"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},{"slug":"benjamin-graham","name":"Benjamin Graham","summary":"Learn to separate price from value using Benjamin Graham’s recorded frameworks. Check the evidence, the downside and the room for error.","task":"think-with-minds","kind":"mind","path":"/minds/benjamin-graham","revision":"daa40c1b4ef7cf6c4b5654201075e300dc2d94804e460ae7c94c45c0d0ad8922","skillPath":"/skills/benjamin-graham/SKILL.md","bundled":false,"onboarding":false,"reviewer":true}],"resourceCount":6,"sourceChecks":{"completeMethods":6,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: Your pro rata cash for each company's round"},{"id":"c2","criterion":"Delivers: The total need against your reserve, with any gap"},{"id":"c3","criterion":"Delivers: The most you can draw on the staged commitment, with the evidence for it"},{"id":"c4","criterion":"Delivers: Planned, approved and funded cash shown as three separate lines"},{"id":"c5","criterion":"Planning allocation, approved commitment and funded cash stay separate. No milestone or financing is assumed to be met."},{"id":"c6","criterion":"Each company uses its own eligible stake and round, and no round is counted with you included twice."},{"id":"c7","criterion":"Total need equals the sum of the company rows, and the gap equals the reserve less that total."},{"id":"c8","criterion":"The authorized draw is never above the request, the milestone-approved ceiling or the undrawn commitment."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"Two portfolio companies are raising at the same time and you hold pro rata rights in both.","expect":["Your pro rata cash for each company's round","The total need against your reserve, with any gap","The most you can draw on the staged commitment, with the evidence for it"]},{"id":"g2","kind":"core","situation":"An investment committee asks if your reserve covers both follow-on rounds.","expect":["Your pro rata cash for each company's round","The total need against your reserve, with any gap","The most you can draw on the staged commitment, with the evidence for it"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: Side letters and outside-only allocations for both companies (from the signed agreements)","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":3,"since":"2026-11-03","changes":[{"version":3,"date":"2026-11-03","what":"Updated scope, deliverables or inputs. Source methods updated to new revisions."},{"version":2,"date":"2026-11-03","what":"Updated scope, deliverables or inputs. Updated worked example."},{"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-staged-follow-on-commitments","name":"Staged follow-on investment 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":"Share both companies' participation rights and round terms, your approved reserve and one company's staged funding agreement. You get three linked reviews.","capabilities":[{"name":"Pro rata allocation checker","description":"Applies the outside-only method to each company with its own eligible stake. Saves each full round and each participation need as its own record. Hands step 2 the two cash needs."},{"name":"Follow-on reserve planner","description":"Compares both needs with the reserve the fund has set aside, using the checked rounds and documented targets. Shows the gap. Hands step 3 the planned amount for the staged company."},{"name":"Milestone tranche funding checker","description":"For the staged company only, compares the request with its signed undrawn commitment and the milestone-approved ceiling. Keeps the unsupported planned reserve apart from cash that is authorized to draw."}],"limits":["You hold rights in one company only: use the Investor pro rata funding calculator.","You first need to find your stake after a SAFE converts: use the SAFE ownership and funding checker workflow.","You only need to compare reserve with rounds already known: use the Follow-on investment cash planner."]},"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-staged-follow-on-commitments","name":"Staged follow-on investment checker","kind":"workflow","primary":true,"purpose":"primary","when":["Two portfolio companies are raising at the same time and you hold pro rata rights in both.","An investment committee asks if your reserve covers both follow-on rounds.","A staged commitment has a milestone signed off and you want to know what can be drawn.","You are setting the follow-on reserve for the next year."],"inputs":["Side letters and outside-only allocations for both companies (from the signed agreements)","Round confirmations that show the full round including your cash, for each company","The fund's approved follow-on reserve (from the investment committee minutes)","The signed staged commitment for one company, with the cash already drawn","The milestone approval evidence for that company"],"deliverables":["Your pro rata cash for each company's round","The total need against your reserve, with any gap","The most you can draw on the staged commitment, with the evidence for it","Planned, approved and funded cash shown as three separate lines","A list of missing facts and checks that could not run"],"instruction":"skills/check-staged-follow-on-commitments/SKILL.md","revision":"6c5b4d7d3ead863968979f4d797cf703c69b7a7a94d13542fb014a32ebdb2593","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"pro-rata-allocation-checker","name":"Investor pro rata funding calculator","kind":"skill","primary":false,"purpose":"bundled","when":["A founder shares a round with 90 of outside money, and your side letter gives you pro rata. You want to know what to wire to hold 10%.","You are a founder and want to know how much room to leave for an investor with pro rata rights.","A lawyer's closing sheet shows a pro rata amount, and you want to check it.","Outside demand changes in the round, and you want to see how the investor's amount moves."],"inputs":["The side letter or investment agreement wording on pro rata rights","The investor's ownership share that the right covers, and the denominator it uses (from the side letter and cap table)","The cash that outside investors are putting into the round","Whether the quoted round total already includes this investor","Your own round spreadsheet (optional)"],"deliverables":["The cash the investor needs to hold their share","The round total once the investor is in","A check that the investor's cash divided by the round total equals their share","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/pro-rata-allocation-checker/SKILL.md","revision":"195c36608330aea578b709c41a330f9b598d16cdfbb51072ccdf99dde9a4ea10","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"follow-on-reserve-planner","name":"Follow-on investment cash planner","kind":"skill","primary":false,"purpose":"bundled","when":["A company you back says it is raising a new round, and you want to know what keeping your share costs.","You are setting a reserve for a year and want to test it against the rounds you expect.","Two companies may raise at the same time and you need to see if one reserve covers both.","A partner or investment committee asks how much cash you need to hold back for follow-ons."],"inputs":["The share you want to hold in each company, such as 10% (from your approved plan)","The size of each company's next round, including your own money (from the term sheet or the company)","The right that lets you take part, such as a side letter or pro rata clause (from the contract)","The date of the scenario, and the currency and units, such as USD thousands","The reserve you have set aside for follow-ons (from your fund records)"],"deliverables":["The cash each company needs from you","Your total follow-on need","Headroom, meaning your reserve minus the need (a negative number is a gap)","A check that the company rows add up to the total","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/follow-on-reserve-planner/SKILL.md","revision":"f9e52ecb54109f5530f03c6d6196bfa172470eea45dbb2050606108385036c9e","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"milestone-tranche-funding-checker","name":"Staged funding draw checker","kind":"skill","primary":false,"purpose":"bundled","when":["An investor committed money in stages and the company is asking for the next tranche.","You want to know how much cash will land after fees for the next milestone.","You need to show which part of a request is not backed by an approval yet.","You are checking a closing statement or draw notice for a staged financing."],"inputs":["The signed commitment, the total amount agreed in the financing documents","The amount already funded, from your bank records or the funding notices","The tranche you are asking for now","The approved draw ceiling, backed by the dated approval for the milestone","The fees taken from this draw","The date, the currency and whether figures are in units, thousands or millions"],"deliverables":["The authorized draw, which is the smallest of your request, the approved ceiling and the amount still undrawn","The net cash you receive after fees","The commitment still unfunded after this draw","The unsupported part of your request","The milestone conditions, each matched to dated approval evidence or marked MISSING","A list of every input marked MISSING and every check that could not run","A workbook version of the same lines, if your AI can make files"],"instruction":"skills/milestone-tranche-funding-checker/SKILL.md","revision":"d2b318ba840204905a4d2116a89113e486ed68a5ebd7ded12e91081a2c3c3182","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."},{"method":"benjamin-graham","name":"Benjamin Graham","kind":"mind","primary":false,"purpose":"review","when":["Tell an investment from a speculation before you put money in","Build a margin of safety into a plan, a budget or a purchase","Decide whether you want to be a defensive or an enterprising investor, and what each takes","Stay calm when prices swing, using the Mr. Market story","Value a small business you might buy, from what it earns and owns","Write simple rules for a decision so emotion doesn't take over","Check a hot trend for signs that mood, not value, is driving the price","Explain value investing to a beginner in plain words"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Benjamin Graham would: their questions, their method, their push-back","The answer or the work, in Benjamin Graham's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"],"instruction":"skills/benjamin-graham/SKILL.md","revision":"daa40c1b4ef7cf6c4b5654201075e300dc2d94804e460ae7c94c45c0d0ad8922","invocation":"Read the mind file. Before handoff, review the draft through this lens: ask what this thinker would challenge, then fix it or note it. Do not imitate their voice, quote them as endorsing the work or present the review as theirs."}],"connections":[{"name":"A spreadsheet tool and an AI that reads files: Two companies and three steps means many linked figures. The AI should recalculate and keep each source 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.","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: It does the arithmetic and shows each line, so you can check it against your documents.","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":"A spreadsheet app and an AI that can make files: Builds, recalculates and reopens the workbook version of the calculation.","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 calculator in the pack on your own figures.","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-staged-follow-on-commitments\ndescription: \"Carry out a scoped staged follow-on investment checker task with the selected library methods and checked deliverables.\"\n---\n\n# Staged follow-on investment checker\n\nAI Blocks role setup: https://useaiblocks.com/roles/check-staged-follow-on-commitments · version 3\n\n## Remit\nShare both companies' participation rights and round terms, your approved reserve and one company's staged funding agreement. You get three linked reviews.\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- Your pro rata cash for each company's round\n- The total need against your reserve, with any gap\n- The most you can draw on the staged commitment, with the evidence for it\n- Planned, approved and funded cash shown as three separate lines\n- A list of missing facts and checks that could not run\n\n## How an expert works\n1. Pro rata allocation checker: Applies the outside-only method to each company with its own eligible stake. Saves each full round and each participation need as its own record. Hands step 2 the two cash needs.\n2. Follow-on reserve planner: Compares both needs with the reserve the fund has set aside, using the checked rounds and documented targets. Shows the gap. Hands step 3 the planned amount for the staged company.\n3. Milestone tranche funding checker: For the staged company only, compares the request with its signed undrawn commitment and the milestone-approved ceiling. Keeps the unsupported planned reserve apart from cash that is authorized to draw.\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: Two portfolio companies are raising at the same time and you hold pro rata rights in both.\nGiven: Side letters and round confirmations for two companies; The fund's approved follow-on reserve; The staged commitment and milestone evidence for one company\nA strong result contains:\n- outputs/step-1-pro-rata-allocation-checker.md: Your cash for each company's round, each with its own eligible stake.\n- outputs/step-2-follow-on-reserve-planner.md: Total cash need against the reserve, with any gap.\n- outputs/step-3-milestone-tranche-funding-checker.md: The authorized draw on the staged commitment, and the part with no evidence.\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- Planning allocation, approved commitment and funded cash stay separate. No milestone or financing is assumed to be met.\n- Each company uses its own eligible stake and round, and no round is counted with you included twice.\n- Total need equals the sum of the company rows, and the gap equals the reserve less that total.\n- The authorized draw is never above the request, the milestone-approved ceiling or the undrawn commitment.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Second opinion\nBefore handoff, run a second-opinion pass with Benjamin Graham (skills/benjamin-graham/SKILL.md). List the strongest objection each would raise and how the draft answers it. This is a review lens, not an endorsement.\n\n## Limits\n- You hold rights in one company only: use the Investor pro rata funding calculator.\n- You first need to find your stake after a SAFE converts: use the SAFE ownership and funding checker workflow.\n- You only need to compare reserve with rounds already known: use the Follow-on investment cash planner.\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-staged-follow-on-commitments/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- Staged follow-on investment checker (primary): [complete method](../check-staged-follow-on-commitments/SKILL.md), revision 6c5b4d7d3ead\n- Investor pro rata funding calculator: [complete method](../pro-rata-allocation-checker/SKILL.md), revision 195c36608330\n- Follow-on investment cash planner: [complete method](../follow-on-reserve-planner/SKILL.md), revision f9e52ecb5410\n- Staged funding draw checker: [complete method](../milestone-tranche-funding-checker/SKILL.md), revision d2b318ba8402\n- me.md builder (context setup): [complete method](../me-md-builder/SKILL.md), revision 3d3708ece93a\n- Benjamin Graham (review lens): [complete method](../benjamin-graham/SKILL.md), revision daa40c1b4ef7\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":"reconcile-a-private-fund-capital-call","name":"Private fund commitment and capital call checker"},{"id":"cover-an-earnings-release-from-preview-to-written-update","name":"Earnings preview, call review and written update"},{"id":"separate-rollover-and-management-incentives","name":"Seller rollover and incentive checker"},{"id":"fund-commitment-change-assistant","name":"Fund commitments and capital call reviewer"}],"sourceHash":"cbc51b23afc4d17fdfb04f4835d5174d03db07f8fd2c515c5bf18dfbc0927fe4"}