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Shareholder Rights Summary

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 a company's existing cap table, charter, investor rights agreement, voting agreement, and stock/option agreements into a board-ready Shareholder Rights Summary — a DOCX briefing (with a matching PDF rendition) containing an ownership table and a per-shareholder or per-class narrative on liquidation preference, conversion, voting, anti-dilution, dividends, and vesting rights. Use when a founder, CFO, or counsel needs to brief a board or investor on who owns what and what rights attach to it, after a financing close, cap table update, term sheet, or ahead of a board/investor meeting.

What you get

An installable SKILL.md file for your AI assistant. Produces a Word document (.docx) 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
Helix Biotherapeutics, Inc. cap table and charter provided, along with Series A term sheet. Series B round just closed, but no Series B term sheet, charter amendment, or investor rights agreement available. Founders' restricted stock purchase agreements and option grant agreements also not provided. User requests a shareholder rights summary for an upcoming board meeting.
Sample output
Sample output produced by the Shareholder Rights Summary skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Shareholder rights summary outlining ownership structure, liquidation preferences, and rights for each class of shares, including common, Series Seed, Series A, and Series B. The summary also notes missing information, such as Series B terms, investor rights agreements, and founder stock agreements, and highlights the limitations of the analysis due to the unavailability of certain documents.

Goes well with

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