AI Blocks › Handle money and investing
Rollover equity ownership checker
Reconcile a seller rollover amount with cash proceeds and same-class post-close ownership.
Rollover equity ownership checker is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
Seller cash, rollover contribution and post-close ownership fraction. Private equity ownership. Illustrative figures only. 25% of40 rolls10 beside sponsor30, giving25% ownership and30 cash.50% rolls20 for40% ownership and20 cash.
You give it
- Seller proceeds before rollover, approved rollover fraction, new sponsor cash and documents confirming identical class and issue price.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- Seller cash, rollover contribution and post-close ownership fraction.
- An illustrative editable workbook, input schema, executable calculation reference and golden test cases.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need seller cash, rollover contribution and post-close ownership fraction.
- You work on private equity ownership and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.