AI Blocks › Handle money and investing
Check staged follow-on commitments
Reconcile participation plans, two-company reserves and one milestone-limited draw.
Check staged follow-on commitments 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
Participation budget, reserve gap and evidence-backed draw reconciliation. Venture portfolio reserves. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- Side letters and outside allocations for two companies, inclusive round confirmations, approved reserve, signed staged commitment and actual milestone approval evidence for one company.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- Participation budget, reserve gap and evidence-backed draw reconciliation.
- 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 participation budget, reserve gap and evidence-backed draw reconciliation.
- You work on venture portfolio reserves and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
Steps
- Pro rata allocation checker: Calculate participation cash when the quoted round allocation excludes the existing investor.
- Follow-on reserve planner: Compare documented participation plans with the fund approved follow-on reserve.
- Milestone tranche funding checker: Check approved tranche cash and the commitment still awaiting funding.
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.