Hire an AI earnout payout and escrow cash checker

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• 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.

Mistakes it avoids

• 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.

What a good result looks like

An example, not your task: The earnout period has ended and the result is agreed.

• outputs/step-1-earnout-payout-checker.md. The payout the formula gives for the agreed result, with any dispute flagged.
• outputs/step-2-escrow-release-checker.md. Escrow balance, releasable cash, approved reserve and any uncovered amount.
• HAND-BACK SUMMARY. Files saved, sources used, assumptions, MISSING lines, checks missed and one suggested next step.

How the work is checked

• 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.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• 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.
• 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.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id check-an-escrow-funded-earnout only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/check-an-escrow-funded-earnout/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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

Helpful context (optional)

• The escrow agent's latest statement.
• The signed statement that fixes the earnout metric.

Tools and access

• 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.

Functions and deliverables

• Earnout payout and escrow cash checker: Check a sale's earnout payout and the cash held for it. Show the required reserve, possible release and any shortfall.
  • 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
• Sale earnout payout checker: Share the signed earnout thresholds and agreed result. Check the payment due between the minimum and cap.
  • 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
• Escrow release balance checker: Share deposits, paid claims and approved reserves. Check what stays in escrow and what could be released.
  • 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
• Debt payment reserve checker: Share reserve balances and loan terms. Check required funding, permitted draws and any reserve shortfall.
  • 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
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • 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

Tasks you can use it for

• 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 to check before starting

• 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.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/check-an-escrow-funded-earnout for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.