Plan funding and ownership
Plan funding and ownership: 18 free AI items you can run in Claude, ChatGPT or Gemini (10 skills, 4 workflows, 4 agents). 18 of them are marked Tested and come first below.
Examples of what you get: the number of reserve shares to add, never below zero; total uses and total sources; the revised conversion price and ratio for the protected series, or the old price if no reset applies.
Start with these
Employee option pool top-up calculatorShare share counts and the agreed pool target. Check extra reserved shares and dilution before new funding.Deal funding gap checkerShare deal costs and funding sources. Check the closing cash gap and how rollover value is counted.Down-round conversion price checkerShare charter terms and a qualifying share issue. Check the weighted-average reset price and revised conversion ratio.Convertible loan interest calculatorShare the signed loan terms. Get accrued interest, the balance that converts and the resulting share count.Convertible note conversion checkerCalculate the amount a note can convert, compare its cap and discount prices, and check the resulting share count.Convertible note price checkerShare the signed lower-of terms, cap price, round price, discount and balance. Get the lower price and shares issued.Debt maturity funding checkerShare debt dates, usable cash, confirmed loans and credit limits. Get a funding schedule, shortfalls and exposure checks.Debt repayment funding plannerShare debt due dates, cash and confirmed funding. Get a repayment schedule with funding gaps shown.
Specialists who do this
Hire a specialist for the whole job. Each one bundles several of these skills and runs in your own AI, for free.
- Hire an AI convertible note conversion checker
- Hire an AI convertible note conversion reviewer
- Hire an AI debt funding and credit limit reviewer
- Hire an AI debt maturity funding checker
- Hire an AI down-round conversion and option-pool change checker
- Hire an AI loan application document checker
Often used withResearch investments and business valueAll jobsPlan a job for plan funding and ownership
Every plan funding and ownership skill and workflow
- Employee option pool top-up calculatorTestedShare share counts and the agreed pool target. Check extra reserved shares and dilution before new funding.
- Deal funding gap checkerTestedShare deal costs and funding sources. Check the closing cash gap and how rollover value is counted.
- Down-round conversion price checkerTestedShare charter terms and a qualifying share issue. Check the weighted-average reset price and revised conversion ratio.
- Convertible loan interest calculatorTestedShare the signed loan terms. Get accrued interest, the balance that converts and the resulting share count.
- Convertible note conversion checkerTestedCalculate the amount a note can convert, compare its cap and discount prices, and check the resulting share count.
- Convertible note price checkerTestedShare the signed lower-of terms, cap price, round price, discount and balance. Get the lower price and shares issued.
- Debt maturity funding checkerTestedShare debt dates, usable cash, confirmed loans and credit limits. Get a funding schedule, shortfalls and exposure checks.
- Debt repayment funding plannerTestedShare debt due dates, cash and confirmed funding. Get a repayment schedule with funding gaps shown.
- Post-money SAFE ownership calculatorTestedShare a signed cap-only SAFE and later dilution. Check ownership before and after a priced funding round.
- SAFE ownership and funding checkerTestedCheck SAFE ownership, the share reserve change and rights to join a funding round, using the actual signed terms.
- Convertible note conversion reviewerTestedReview changed note terms, accrued interest and conversion prices. Get a sourced balance-to-shares bridge and unresolved price questions.
- Debt funding and credit limit reviewerTestedMatch debt due dates with confirmed funding. See cash gaps and credit limit issues without treating unused limits as cash.
- Debt restructuring plan drafterTestedGive it your company's debts and cash flow. You get a draft debt restructuring plan with new terms for each creditor and a recovery comparison.
- Down-round conversion and option-pool change checkerTestedShare charter terms, new issuance details and reserve targets. Get conversion-price reset checks, option-pool changes and unresolved share-count effects.
- Funding round multiple analystTestedShare a software company. Get how its value multiple changed across funding rounds and what drove the shift.
- Loan application document checkerTestedGet a loan file checklist that shows missing documents, expiry dates, deadlines to track and questions for the reviewer. No credit decisions.
- SAFE ownership and share-pool reviewerTestedReview a funded SAFE and later round changes. Check contract share counts, option pool effects and supported ownership figures.
- Venture loan terms reviewerTestedGive it a startup loan offer. Get the cost, warrants and covenants explained, with points to question.