AI Blocks › Handle money and investing
Check a convertible note conversion
Carry the approved interest balance into the actual lower-of conversion election.
Check a convertible note conversion is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
A sourced accrued-balance-to-shares bridge and cap-versus-discount comparison. Venture financing. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- Signed simple-interest convertible note, funding dates, contractual year fraction, interest conversion rule, approved cap price, round price and an actual lower-of discount clause.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A sourced accrued-balance-to-shares bridge and cap-versus-discount comparison.
- Original step files, financial assumptions, source coverage and a governing handoff summary.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need a sourced accrued-balance-to-shares bridge and cap-versus-discount comparison.
- You work on venture financing and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
Steps
- Convertible note interest checker: Check simple accrued interest and the balance converting into shares.
- Cap and discount conversion checker: Compare actual cap and discount conversion prices for a lower-of instrument.
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.