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Equity Certificate Issuer

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 16, 2026

Trigger check passed

Editorially graded · Aug 16, 2026

Converts a cap-table export (XLSX or CSV) into individualized, sign-ready stock-certificate PDFs plus a companion XLSX certificate index, packaged as a ZIP. Use when a company closes a financing round, issues a stock grant, onboards a new shareholder, or needs to backfill paper certificates for an existing electronic cap table.

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
A founder pastes a CSV cap table export right after closing a Series A round. The company name is 'Brightline Therapeutics, Inc.' The cap table includes:
| Shareholder Name | Security Type | Number of Shares | Issue Date |
|---|---|---|---|
| Sarah K. Mitchell | Common Stock | 1,250,000 | 2024-06-01 |
| David Park | Series A Preferred | 500,000 | 2024-07-15 |
| Granite Capital Partners LP | Series A Preferred | 1,500,000 | 2024-07-15 |
|  | Common Stock | 25,000 | 2024-06-15 |
| Emily Rodriguez |  | 100,000 | 2024-06-20 |
| Jordan Lee | Common Stock | -500 | 2024-07-01 |
| Alex Thompson | Stock Option | 50,000 | 2024-07-10 |
| Priya Sharma | Common Stock | 750,000 |  |
| Meridian Ventures III, L.P. | Series A Preferred | 2,000,000 | 2024-07-15 |
Sample output
Sample output produced by the Equity Certificate Issuer skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
A ZIP file named 'Brightline_Therapeutics_Inc._Share_Certificates.zip' containing:
- '/certificates/CS-0001_Sarah_K._Mitchell.pdf'
- '/certificates/CS-0002_Emily_Rodriguez.pdf'
- '/certificates/CS-0003_Priya_Sharma.pdf'
- '/certificates/PA-0001_David_Park.pdf'
- '/certificates/PA-0002_Granite_Capital_Partners_LP.pdf'
- '/certificates/PA-0003_Meridian_Ventures_III_L.P..pdf'
- 'Certificate_Index.xlsx' (at root)
Each PDF is a two-page engraved-style certificate with an assignment/transfer form on the back.

Goes well with

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