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Cap Table Integrity Auditor

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 15, 2026

Trigger check passed

Editorially graded · Aug 16, 2026

Audits a founder's or finance team's existing cap table spreadsheet (XLSX or CSV export from Carta, Pulley, Shareworks, or a homegrown model) — checking fully-diluted share count reconciliation, option pool double-counts, SAFE/note conversion terms, orphaned share classes, and rounding or version issues — then returns a 3-page PDF audit report plus the customer's own workbook annotated with severity-highlighted rows and a tie-out summary tab. Use when a founder, CFO, or finance lead needs to sanity-check a cap table before a financing round, a 409A valuation, a new SAFE or note issuance, or a board request.

What you get

An installable SKILL.md file for your AI assistant. Produces a PDF and an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Aurora Technologies, Inc. cap table integrity audit request for Series A raise preparation, with file AuroraTech_CapTable_Oct2024.xlsx and message: 'Here's our cap table — can you run an integrity audit before we start our Series A raise? The file is AuroraTech_CapTable_Oct2024.xlsx. Company is Aurora Technologies, Inc. We think the SAFEs from angels are post-money but we're not sure on terms.'
Sample output
Sample output produced by the Cap Table Integrity Auditor skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Deliverables: Cap_Table_Integrity_Audit.pdf and AuroraTech_CapTable_Oct2024_audited.xlsx. PDF report includes summary, detailed findings, and remediation checklist. Audited Excel file has added 'Audit Notes' columns, highlighted critical and warning rows, and a new 'Audit Summary' tab. Chat response: 'Both files are ready: the PDF audit report and your annotated workbook. Needs input: 4 item(s) - [MISSING: conversion cap/discount for SAFE — Investor G, $300,000] - [MISSING: conversion cap/discount for SAFE — Investor H, $150,000] - [MISSING: definition for share class 'Series B' — confirm whether this is a data-entry error or an undocumented class] - [MISSING: most recent 409A valuation — cannot verify option strike prices against fair market value]'

Goes well with

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