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SkillReady to runNewFinanceValuation

Cap Table Visualizer

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

Transforms an existing cap table spreadsheet (XLSX/CSV share ledger, round history, option/SAFE grants) into a 12-slide, investor-ready PowerPoint deck with native pie, waterfall, and table charts plus a fixed-layout PDF backup — computing fully-diluted ownership, SAFE/note conversion, option-pool refresh math, round-by-round dilution, and a liquidation preference stack. Use when a founder, CFO, or banker needs to turn a live cap table file into a board update, financing-round deck, or fundraising data-room presentation.

What you get

An installable SKILL.md file for your AI assistant. Produces a PowerPoint deck (.pptx) and a PDF.

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
Brightline AI Inc. cap table with founders Sarah Kim and Marcus Lee, Seed VC, Angel SAFE, and upcoming Series B round: 
| Holder | Class | Shares | Notes |
|---|---|---|---|
| Sarah Kim | Common | 3,500,000 | Founder, CEO |
| Marcus Lee | Common | 2,500,000 | Founder, CTO |
| Employee Pool | Options | 750,000 granted / 450,000 unallocated | Pool authorized 1,200,000 |
| Seed VC | Series A Preferred | 1,200,000 | Purchased 2022-03-15 at $2.00/share, $6M raised, $14M pre |
| Angel SAFE | SAFE | $300,000 principal | $5M cap, 20% discount, no form specified |
Sample output
Sample output produced by the Cap Table Visualizer skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
{ "Brightline_AI_Cap_Table": { "Series B price/share": "$3.10", "Post-money valuation": "$38M", "FD shares": "12,258,000", "Option pool": "16.3% of FD cap", "Founder ownership": "48.9%" } }

Goes well with

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