Cap Table Version Diff
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 18, 2026
Trigger check passed
Editorially graded · Aug 18, 2026
Compares two versions of a company's capitalization table (prior vs. current XLSX/CSV) and produces a board- and counsel-ready change-log report showing shareholder-level diffs, dilution shifts, and a fully-diluted share reconciliation, plus an auditable XLSX diff workbook. Use when a financing round closes, an option batch is granted, a secondary transfer happens, or counsel needs an audit trail of "what changed and why" between two cap table snapshots.
An installable SKILL.md file for your AI assistant. Produces a PDF.
- 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
Essential with
Goes well with
- PROMPTPrompt
PE Investor Reporting Templates
Instant, ILPA‑ready investor reports so you never build a template from scratch again.
- cap-table-visualizer.mdSkill
Cap Table Visualizer
Stressless cap table updates with a professionally designed deck in minutes.
- PROMPTPrompt
Ownership Chart Pro
You get a polished ownership chart for your pitch deck in minutes.
- summarizing-shareholder-rights.mdSkill
Shareholder Rights Summary
Instantly clarifies shareholder ownership and rights for board-ready briefings.
Related
- financial-modeling-template.mdSkill
3-Statement Financial Model
You get a complete financial model template instantly.
- asset-allocation-reporting.mdSkill
Asset Allocation Report
Get a client-ready, tailored asset allocation report with your name on it - every time.
- reconciling-bank-ledger-files.mdSkill
Bank CSV Reconciliation
You reconcile bank statements with your expenses in minutes, not hours.