Hire an AI staged follow-on investment checker

Everything it can hand back

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

• 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

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: Two portfolio companies are raising at the same time and you hold pro rata rights in both.

• outputs/step-1-pro-rata-allocation-checker.md. Your cash for each company's round, each with its own eligible stake.
• outputs/step-2-follow-on-reserve-planner.md. Total cash need against the reserve, with any gap.
• outputs/step-3-milestone-tranche-funding-checker.md. The authorized draw on the staged commitment, and the part with no evidence.
• HAND-BACK SUMMARY. Files saved, sources used, assumptions, MISSING lines, checks missed and one suggested next step.

How the work is checked

• 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.
• 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.

A second opinion

Before it hands back, your AI reviews the draft the way Benjamin Graham would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• 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.
• 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.
• 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.

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-staged-follow-on-commitments 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-staged-follow-on-commitments/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

• 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

Helpful context (optional)

• The investment committee minutes that set the reserve.
• The company's milestone sign-off or board consent.

Tools and access

• 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.

Functions and deliverables

• Staged follow-on investment checker: Compare two companies' next-round needs with your reserve, then check one staged draw against its signed terms and approved milestone.
  • 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
• Investor pro rata funding calculator: Share ownership rights and outside investor cash. Check your participation amount and the full round total.
  • 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
• Follow-on investment cash planner: Share approved ownership targets and round sizes. Check the cash needed against the fund's reserve.
  • 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
• Staged funding draw checker: Check how much of a staged funding request is approved, the cash you get after fees, the commitment still unfunded and any unsupported part.
  • 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
• 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
• Benjamin Graham: Learn to separate price from value using Benjamin Graham’s recorded frameworks. Check the evidence, the downside and the room for error.
  • 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

Tasks you can use it for

• 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 to check before starting

• 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.

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 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.

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-staged-follow-on-commitments 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.