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Check a SAFE into priced financing
Reconcile a cap-only SAFE stake, pre-round reserve change and eligible participation.
Check a SAFE into priced financing 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 ownership and reserve bridge with an explicit outside-versus-inclusive cash allocation. Venture financing. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- Executed cap-only post-money SAFE, full capitalization definitions, funded amounts, before-top-up denominator and reserve, pre-cash pool target, later round terms and actual participation side letter.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A sourced ownership and reserve bridge with an explicit outside-versus-inclusive cash allocation.
- 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 ownership and reserve bridge with an explicit outside-versus-inclusive cash allocation.
- You work on venture financing and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
Steps
- Post-money SAFE ownership checker: Check cap-only SAFE ownership before and after a later priced round.
- Option pool top-up checker: Solve added reserved shares under an agreed pre-financing pool target.
- Pro rata allocation checker: Calculate participation cash when the quoted round allocation excludes the existing investor.
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.