30 Claude Prompts That Build Fundraising Dashboards
Describe the raise you are running and Claude returns a working fundraising dashboard as one self-contained HTML file with sample committed dollars, investor stages, and runway-to-close math you can click in the chat. Prompts for round tracker, investor funnel, runway versus close, allocation, updates, and close plan. Not a finance P and L or cash board. Not a pitch deck.
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Round Tracker
5 promptsTarget Versus Committed
1/30โจ What it does
Claude builds a target versus committed tracker for [ROUND NAME] with pledged, soft, and remaining dollars as a working screen you can click in the chat. Click a commitment row, then swap the sample numbers for your live raise log.
You are a founder who builds a live raise tracker a partner meeting can audit, not a pitch slide and not a finance P and L. <context> I need a target versus committed dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample raise rows so it opens as a working screen I can click in the chat. This is pipeline of capital. Do not build slides. Do not build an operating P and L. </context> <inputs> - Round name and stage: [ROUND NAME] - Company name: [COMPANY NAME] - Target raise: [E.G. 4000000] - Currency: [E.G. USD] - Sample commitments with name, firm, status (soft, verbal, signed, wired), and dollars: [OR INVENT] </inputs> <task> Build the dashboard with: a header naming [ROUND NAME]; a KPI row (target, committed signed-plus-wired, soft circle, remaining to target, percent of target); a stacked bar of soft versus signed versus wired versus remaining; a sortable commitment table; a progress bar to target; and a callout of the largest unsigned row. Compute remaining as target minus signed minus wired. Soft does not reduce remaining. Clicking a row opens a one-line note (status, dollars, what it would do to remaining if it signed). </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Commitment rows and the target in labeled JS constants at the top. - Cards recompute from the rows. Do not hardcode KPI values. - Soft, signed, and wired stay separate. Accessible contrast. - Do not invent a valuation, a pitch narrative, or an operating income line. </constraints> <format> Return the full HTML as an artifact, then list which arrays to replace with the live raise log and how remaining is calculated. </format>
Pro tip: Keep the target as the number you already told the lead. A prettier target on this page will start a definition fight mid-process.
Soft Circle Versus Wired
2/30โจ What it does
Claude builds a soft-circle versus wired board from [WIRED DOLLARS] with conversion of pledges to wires as a working screen you can click in the chat. Open the oldest unsigned pledge, then swap the sample numbers for your wire log.
You are a founder who splits soft pledges from money that has actually landed, not a treasurer building a 13-week cash forecast. <context> I need a soft-circle versus wired dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample pledges so it opens as a working screen I can click in the chat. Raise ops only. No bank-account forecast. No pitch slides. </context> <inputs> - Wired dollars already in: [WIRED DOLLARS] - Company name: [COMPANY NAME] - Currency: [E.G. USD] - Soft pledges with date promised and expected wire week: [OR INVENT] - Signed-not-wired rows if any: [OR INVENT] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (soft circle, signed not wired, wired from [WIRED DOLLARS], soft-to-wired conversion %, oldest unsigned age in days); a funnel bar (soft to signed to wired); a table of pledges (name, promised date, expected week, status, dollars); and a callout of the oldest unsigned pledge. Compute conversion as wired / (soft + signed + wired). Clicking a pledge highlights its bar step and restates the age. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Pledge rows and wired total in labeled JS constants at the top. - Age is computed from promised date versus a today constant I can edit. - Do not treat soft as cash. Do not invent operating burn lines. - Accessible contrast; responsive layout. </constraints> <format> Return the full HTML as an artifact, then explain the conversion math and which pledge array to replace. </format>
Pro tip: A verbal yes is still soft. Only a signed note or a landed wire should move the wired card.
Instrument Mix Board
3/30โจ What it does
Claude builds an instrument-mix board for [INSTRUMENTS] with SAFE, priced, and convertible dollars as a working screen you can click in the chat. Toggle an instrument chip, then swap the sample numbers for your note list.
You are a founder who tracks how the round is papered, not a lawyer drafting docs and not a pitch-deck designer. <context> I need an instrument-mix dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample notes so it opens as a working screen I can click in the chat. This is the mix of paper in the round. Do not design slides. </context> <inputs> - Instruments in the round: [INSTRUMENTS] - Company name: [COMPANY NAME] - Currency: [E.G. USD] - Sample rows (investor, instrument, dollars, status): [OR INVENT] - Target mix if you have one: [E.G. ALL SAFE OR 70% PRICED] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (total papered dollars, count by each item in [INSTRUMENTS], share of the largest instrument); clickable instrument chips; a stacked bar of dollars by instrument and status; a table (investor, instrument, dollars, status); and a mix-versus-target callout if I gave a target. Compute shares from the rows. Toggling a chip filters the table and dims the other stacks. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Note rows in labeled JS constants at the top. - Do not invent valuation caps or legal terms I did not list. Dollars and instrument labels only. - Accessible contrast; not color-only instrument cues. - No P and L, no pitch narrative. </constraints> <format> Return the full HTML as an artifact, then say which note array to replace with your live instrument list. </format>
Pro tip: Use the instrument on the paper, not the one you wish you had. Mixing a SAFE into a priced bucket will break the close checklist.
Close Date Countdown
4/30โจ What it does
Claude builds a close-date countdown for [TARGET CLOSE] with weeks left, dollars still open, and a slip flag as a working screen you can click in the chat. Check the slip week, then swap the sample numbers for your close calendar.
You are a founder who counts weeks to a named close date, not a CFO building a board cash pack. <context> I need a close-date countdown as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample milestones so it opens as a working screen I can click in the chat. Raise calendar only. Not a 13-week treasury forecast. Not a pitch timeline slide. </context> <inputs> - Target close date: [TARGET CLOSE] - Company name: [COMPANY NAME] - Today date I can edit: [E.G. 2026-09-03] - Remaining dollars to the number you will actually close: [OR INVENT] - Named milestones with dates: [E.G. TERM SHEET, FIRST WIRE, SIGNING] </inputs> <task> Build the dashboard with: a header showing [TARGET CLOSE]; a KPI row (days left, weeks left, remaining dollars, on-track or slipped); a timeline of milestones; a week-by-week remaining-dollars bar if you seed a plan; a milestone table (name, date, status, owner); and a slip callout when today is after a milestone date that is still open. Compute days left from today versus [TARGET CLOSE]. Clicking a milestone opens its note. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Dates and remaining dollars in labeled JS constants at the top. - Days left and slip status are computed. Handle a past close date without crashing. - Do not invent a new raise or a valuation. - Accessible contrast; print-friendly light background. </constraints> <format> Return the full HTML as an artifact, then explain the days-left math and which milestone array to replace. </format>
Pro tip: Put the date the lead already agreed, not a hopeful Friday. A fake close date makes the runway-versus-close page lie next.
Lead Versus Follow Split
5/30โจ What it does
Claude builds a lead versus follow split for [LEAD INVESTOR] with lead check, follow room, and leftover as a working screen you can click in the chat. Click the leftover bar, then swap the sample numbers for your allocation sheet.
You are a founder who tracks lead dollars versus follow room in a live round, not a cap-table lawyer and not a pitch-deck designer. <context> I need a lead versus follow split dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample checks so it opens as a working screen I can click in the chat. Allocation of the raise. No slides. No operating expense table. </context> <inputs> - Named lead and lead check: [LEAD INVESTOR] - Company name: [COMPANY NAME] - Target raise: [AMOUNT] - Currency: [E.G. USD] - Follow names and dollars, plus any still-open follow room: [OR INVENT] </inputs> <task> Build the dashboard with: a header naming [LEAD INVESTOR]; a KPI row (lead check, follow committed, open follow room, leftover versus target); a two-segment bar (lead versus follow) plus an open-room slice; a follow table; and a leftover callout (target minus lead minus follow committed). Clicking leftover lists which open slots would fill it. Cards compute from the constants. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Lead, follow rows, and target in labeled JS constants at the top. - Leftover is computed. Flag if lead plus follow already exceeds target. - Do not invent ownership percents unless I pasted a cap table. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then explain leftover math and which follow array to replace. </format>
Pro tip: Lock the lead check to the term sheet. Inflating the lead on this screen will shrink follow room that partners already expect.
Investor Funnel
5 promptsIntro to Term Sheet Funnel
6/30โจ What it does
Claude builds an intro-to-term-sheet funnel from [FUNNEL STAGES] with counts, conversion, and a leak step as a working screen you can click in the chat. Click the leak stage, then swap the sample numbers for your investor CRM.
You are a founder who tracks the investor funnel as pipeline of capital, not a sales RevOps funnel and not a pitch rehearsal. <context> I need an intro-to-term-sheet funnel as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample investor rows so it opens as a working screen I can click in the chat. Capital pipeline only. Do not build a sales MQL funnel. Do not build deck slides. </context> <inputs> - Stages in order: [FUNNEL STAGES] - Company name: [COMPANY NAME] - Period of intros: [E.G. LAST 60 DAYS] - Sample investors with current stage and dollars if known: [OR INVENT] - Target conversion at the weakest step you care about: [E.G. 25% FIRST CALL TO PARTNER] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (intros, in diligence, term sheets, overall intro-to-term-sheet %, leak stage); a horizontal funnel of count and conversion at each item in [FUNNEL STAGES]; a conversion table (in-count, out-count, rate, versus target if given); and a leak callout. Compute each rate as next-stage count / this-stage count. Clicking a stage filters the investor list. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Investor rows and stage order in labeled JS constants at the top. - Leak is the lowest conversion step, computed. Guard a zero in-count. - Do not invent win rates on product sales. - Accessible contrast; responsive layout. </constraints> <format> Return the full HTML as an artifact, then write the conversion math and which investor array to replace. </format>
Pro tip: Use the stage names you already log (intro, first call, partner meeting, diligence, term sheet). New labels will not match next week's notes.
Warm Intro Versus Cold
7/30โจ What it does
Claude builds a warm-intro versus cold board for [INTRO SOURCES] with meeting rate and term-sheet rate as a working screen you can click in the chat. Filter cold outreach, then swap the sample numbers for your intro log.
You are a founder who splits warm intros from cold outreach on the raise, not a marketer building a lead-source dashboard. <context> I need a warm-intro versus cold dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample outreach rows so it opens as a working screen I can click in the chat. Investor sourcing. Not ads. Not a pitch-deck page. </context> <inputs> - Intro sources to track: [INTRO SOURCES] - Company name: [COMPANY NAME] - Period: [E.G. THIS RAISE] - Sample rows (name, source, warm or cold, reached first meeting yes/no, reached term sheet yes/no): [OR INVENT] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI pair (meeting rate, term-sheet rate) for warm versus cold; a bar of meeting rate by each item in [INTRO SOURCES]; a table (source, sent or intros, meetings, term sheets, both rates); source chips; and a callout of the source that wins on meetings but loses on term sheets, or the reverse. Compute rates from the rows. Clicking a source filters the list. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Outreach rows in labeled JS constants at the top. - Rates computed, never hardcoded. Small-n sources flagged under an editable threshold. - Do not invent email copy or slide outlines. - Accessible contrast; both motions labeled in text. </constraints> <format> Return the full HTML as an artifact, then explain the warm/cold rule and which outreach array to replace. </format>
Pro tip: Tag warm only when a named person made the intro. A liked tweet is still cold.
Thesis Fit Scorecard
8/30โจ What it does
Claude builds a thesis-fit scorecard from [THESIS FILTERS] with pass, stretch, and miss counts as a working screen you can click in the chat. Open a stretch firm, then swap the sample numbers for your target-fund list.
You are a founder who scores funds against a written thesis filter before another partner meeting, not a deck writer. <context> I need a thesis-fit scorecard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample funds so it opens as a working screen I can click in the chat. Prioritization of capital sources. No slides. No finance statements. </context> <inputs> - Filters to score: [THESIS FILTERS] - Company stage, sector, and check size you want: [YOUR FIT] - Fund rows with stage, sector, typical check, geography: [OR INVENT] - Pass / stretch / miss rule: [E.G. PASS IF 3 OF 4 FILTERS MATCH] </inputs> <task> Build the dashboard with: a header for the raise; a KPI row (pass, stretch, miss, next meeting that is a pass); a table of funds with a fit score from [THESIS FILTERS]; chips for pass / stretch / miss; a bar of miss reasons; and a click that opens which filters matched. Compute the score from the rule constants. Do not invent a fund I did not seed. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Fund rows and the rule in labeled JS constants at the top. - Status uses color plus the word pass, stretch, or miss. - Do not write outreach copy or a pitch narrative. - Accessible contrast; responsive layout. </constraints> <format> Return the full HTML as an artifact, then restate the scoring rule and which fund array to replace. </format>
Pro tip: Score the firm's stated stage, check, and sector. A famous brand that never writes your check size is a miss, not a stretch.
Diligence Request Board
9/30โจ What it does
Claude builds a diligence-request board from [DILIGENCE LIST] with open, sent, and aging items as a working screen you can click in the chat. Sort the oldest open item, then swap the sample numbers for your data-room log.
You are a founder who runs a diligence request board so the data room does not stall the close, not a lawyer and not a pitch-deck owner. <context> I need a diligence-request dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample requests so it opens as a working screen I can click in the chat. Raise ops. Do not draft the answers. Do not design slides. </context> <inputs> - Request list: [DILIGENCE LIST] - Company name: [COMPANY NAME] - Asking firm: [FIRM] or several firms - Status values: [E.G. OPEN, DRAFTING, SENT, WAIVED] - Asked-on dates: [OR INVENT] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (open, sent, waived, oldest open age in days); a bar of requests by status; a sortable table from [DILIGENCE LIST] (item, firm, asked on, status, owner, age); chips that filter by firm or status; and an oldest-open callout. Compute age from asked-on versus a today constant. Clicking a row opens a one-line next step labeled as a sample, not legal advice. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Request rows in labeled JS constants at the top. - Age and oldest-open are computed. Do not invent legal conclusions. - Accessible contrast; keyboard-usable filters. - No P and L widgets and no slide outline. </constraints> <format> Return the full HTML as an artifact, then say which request array to replace with the live data-room log. </format>
Pro tip: Log the date they asked, not the date you meant to send. Aging from a fake date hides the stall they already feel.
Pass Hold Advance Log
10/30โจ What it does
Claude builds a pass, hold, and advance log from [OUTCOME REASONS] with counts and a top pass reason as a working screen you can click in the chat. Rank the top pass reason, then swap the sample numbers for your outcome notes.
You are a founder who logs pass, hold, and advance outcomes so the next intro list gets smarter, not a salesperson logging closed-lost. <context> I need a pass / hold / advance log as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample outcomes so it opens as a working screen I can click in the chat. Investor outcomes. Not a sales loss reason dashboard. Not a pitch rewrite. </context> <inputs> - Outcome reasons: [OUTCOME REASONS] - Company name: [COMPANY NAME] - Sample rows (firm, outcome, reason, stage they left, date): [OR INVENT] - Period: [E.G. THIS RAISE] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (advanced, hold, pass, top pass reason); a bar of pass reasons from [OUTCOME REASONS]; a stacked bar of outcomes over weeks if you seed dates; a table (firm, outcome, reason, stage left); and a top-reason callout. Compute ranks from the rows. Clicking a reason filters the table. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Outcome rows in labeled JS constants at the top. - Do not invent a reason I did not list. Put leftovers in Other only if I said so. - Do not generate a new pitch story from the reasons. - Accessible contrast; not color-only ranks. </constraints> <format> Return the full HTML as an artifact, then say which outcome array to replace with your notes. </format>
Pro tip: Write the reason they said. A story you prefer will train the next intro at the wrong firms.
Runway
5 promptsRunway Versus Close Date
11/30โจ What it does
Claude builds a runway-versus-close board for [CLOSE DATE] with months of cash and a gap-to-close flag as a working screen you can click in the chat. Read the gap card, then swap the sample numbers for your bank and close date.
You are a founder who puts remaining cash on the same clock as the raise close, not a controller building an operating cash forecast. <context> I need a runway versus close date dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample cash so it opens as a working screen I can click in the chat. The question is will cash last until [CLOSE DATE]. Do not build a 13-week treasury. Do not build a pitch slide. </context> <inputs> - Target close date: [CLOSE DATE] - Company name: [COMPANY NAME] - Current cash: [AMOUNT] - Monthly net burn: [AMOUNT] - Currency: [E.G. USD] - Today: [DATE I CAN EDIT] </inputs> <task> Build the dashboard with: a header showing [CLOSE DATE]; a KPI row (cash, net burn, runway months, months until close, gap in months); a dual line of ending cash and a marker on the close date; a table of month-end cash until cash-out or close plus two buffer months; and a gap callout (runway months minus months until close). Compute runway as cash / net burn when burn is positive, and say not burning when it is not. Months until close from today to [CLOSE DATE]. Clicking the close marker shows ending cash that month. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Cash, burn, dates in labeled JS constants at the top. - Gap and cash-out month are computed. Guard zero or negative burn. - Do not add hiring toggles or department opex. Close clock only. - Currency consistent; accessible contrast. </constraints> <format> Return the full HTML as an artifact, then write the gap formula and which constants to replace. </format>
Pro tip: Use net burn and cash you would defend in diligence. A pretty runway that ignores the close date is a finance screen, not this one.
Close-Slip Cash Scenarios
12/30โจ What it does
Claude builds close-slip cash scenarios from [SLIP WEEKS] with ending cash if the wire moves as a working screen you can click in the chat. Toggle a slip week, then swap the sample numbers for your burn and close plan.
You are a founder who tests what a late close does to cash, not an FP and A partner building budget versus actual. <context> I need a close-slip cash scenario dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample cash so it opens as a working screen I can click in the chat. Scenario on the close date only. Not a department budget. Not a deck. </context> <inputs> - Slip options in weeks: [SLIP WEEKS] - Company name: [COMPANY NAME] - Base close date, cash, monthly net burn: [OR INVENT] - Currency: [E.G. USD] - Minimum cash you refuse to cross before a wire: [AMOUNT] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; slip chips from [SLIP WEEKS] including a 0-week base; a KPI row (close date under that slip, ending cash on that date, weeks under the minimum if any); a line of ending cash with a moving close marker; a table of each slip (close date, cash at close, status versus minimum); and a callout of the first slip that crosses the minimum. Clicking a chip rebuilds the marker and cards from the same burn constant. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Slip list, cash, burn, and minimum in labeled JS constants at the top. - Ending cash at close is computed as cash minus burn times months (or weeks/4.345) to that date. Show the rule on the page. - Do not invent a new raise. Accessible contrast. </constraints> <format> Return the full HTML as an artifact, then explain the slip math and which constants to replace. </format>
Pro tip: Seed the slips you already fear (two weeks, four weeks). A 26-week fantasy slip is not a decision tool.
Cash Until First Wire
13/30โจ What it does
Claude builds a cash-until-first-wire board from [MONTHLY BURN] with weeks to the first landed check as a working screen you can click in the chat. Open the first-wire week, then swap the sample numbers for your expected wires.
You are a founder who clocks cash until the first wire of this raise hits the bank, not a collections analyst and not a pitch writer. <context> I need a cash until first wire dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample wires so it opens as a working screen I can click in the chat. Raise timing. No AR aging. No slides. </context> <inputs> - Monthly net burn: [MONTHLY BURN] - Company name: [COMPANY NAME] - Current cash: [AMOUNT] - Expected first-wire date and amount: [OR INVENT] - Later wires if useful: [OR INVENT] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (cash, weekly burn from [MONTHLY BURN] / 4.345, weeks until first wire, cash on the morning of that wire); a week bar of ending cash with the first-wire week marked; a wire table; and a callout if cash on that morning is below an editable floor. Compute weekly burn and the morning-of-wire cash. Clicking the first-wire week opens amount and source. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Burn, cash, and wire dates in labeled JS constants at the top. - Show the weekly-burn rule on the page. Do not hardcode the morning-of cash. - Do not add customer invoices. Investor wires only. - Currency consistent; accessible contrast. </constraints> <format> Return the full HTML as an artifact, then explain weekly burn and which wire array to replace. </format>
Pro tip: First wire is the first dollars that clear, not the term sheet date. A signed note that has not landed still burns cash.
Minimum Versus Full Close Cash
14/30โจ What it does
Claude builds a minimum-versus-full-close cash view from [MINIMUM RAISE] with runway after each close size as a working screen you can click in the chat. Toggle minimum versus full, then swap the sample numbers for your two close sizes.
You are a founder who compares cash after a minimum close versus a full close, not a board pack author. <context> I need a minimum versus full close cash dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample raise sizes so it opens as a working screen I can click in the chat. Two close sizes, two runways. Not a use-of-cash-after-the-raise spend tracker. Not a slide. </context> <inputs> - Minimum raise: [MINIMUM RAISE] - Full target raise: [AMOUNT] - Company name: [COMPANY NAME] - Cash today and monthly net burn: [AMOUNTS] - Fees or holdback to subtract if you have them: [E.G. 0 OR 6%] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a toggle (minimum versus full); a KPI row (net proceeds after the fee rule, cash after close, runway months after close); a grouped bar of runway under both sizes; a small table (size, fees, net, cash after, runway); and a callout of how many months the full close buys over the minimum. Compute net proceeds as size times (1 minus fee). Cash after close is cash today plus net proceeds. Runway is that cash / burn when burn is positive. Toggling restates the cards. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Sizes, fee, cash, burn in labeled JS constants at the top. - Do not invent post-close opex buckets. Runway math only. - Label the fee rule as a sample haircut, not legal or tax advice. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then write the net-proceeds rule and which constants to replace. </format>
Pro tip: Minimum is the smallest close counsel and the lead already accepted. A made-up minimum will not survive the first close call.
Bridge Need If the Round Slips
15/30โจ What it does
Claude builds a bridge-need board from [BRIDGE NEED] with the dollars required if close slips past cash-out as a working screen you can click in the chat. Check the first cash-out week, then swap the sample numbers for your slip and burn.
You are a founder who computes the bridge dollars a slipped close would force, not a strategist writing a new pitch. <context> I need a bridge-need-if-slip dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample cash so it opens as a working screen I can click in the chat. This is the hole between cash-out and a late close. Not a product roadmap. Not a deck. </context> <inputs> - Stated bridge need if you already have one: [BRIDGE NEED] - Company name: [COMPANY NAME] - Cash, monthly net burn, base close date: [OR INVENT] - Slip weeks to test: [E.G. 4, 8, 12] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (cash-out month at current burn, base close, computed hole at each slip, versus [BRIDGE NEED] if given); a bar of hole dollars by slip week; a table (slip weeks, close date, cash at that date, hole as max(0, -cash at close), versus stated need); and a callout of the first slip where a hole appears. Hole is computed, not hardcoded. Clicking a slip restates the cards. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Cash, burn, dates, stated need in labeled JS constants at the top. - If I gave [BRIDGE NEED], show the gap between computed hole and that number. - Do not invent terms or a valuation for the bridge. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then write the hole formula and which constants to replace. </format>
Pro tip: Bridge here is the cash hole before a late close, not a new strategy story. Keep the number boring and dated.
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Allocation
5 promptsUse of Proceeds Mix
16/30โจ What it does
Claude builds a use-of-proceeds mix from [PROCEEDS BUCKETS] with planned dollars and percent of the raise as a working screen you can click in the chat. Click a bucket, then swap the sample numbers for the mix you already told investors.
You are a founder who shows how this raise will be allocated before it closes, not a CFO tracking spend after a close. <context> I need a use-of-proceeds mix dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample buckets so it opens as a working screen I can click in the chat. Planned allocation of the raise. Do not build a spent-to-date post-close tracker (that lives on finance dashboards). Do not build slides. </context> <inputs> - Planned buckets and percents or dollars: [PROCEEDS BUCKETS] - Company name: [COMPANY NAME] - Raise size this mix applies to: [AMOUNT] - Currency: [E.G. USD] - Months the plan covers: [E.G. 18] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (raise size, allocated, unallocated, month span); a donut or bar of [PROCEEDS BUCKETS]; a table (bucket, percent, dollars, months of that spend if you seed it); and a callout if percents do not add to 100 or dollars do not add to the raise. Clicking a bucket highlights the slice and shows dollars. Compute dollars from percent times raise when I gave percents, or percents from dollars when I gave dollars. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Buckets and raise size in labeled JS constants at the top. - Flag a break if allocation does not reconcile. Do not invent spent-to-date. - Accessible contrast; currency consistent. - No pitch narrative paragraphs. </constraints> <format> Return the full HTML as an artifact, then explain percent-versus-dollar math and which bucket array to replace. </format>
Pro tip: Use the bucket names from the raise memo, not a new taxonomy. This page proves the allocation you already described, before close.
Post-Round Cap Table
17/30โจ What it does
Claude builds a post-round cap table from [CAP TABLE] with pre and post ownership and a leftover pool as a working screen you can click in the chat. Click a holder row, then swap the sample numbers for your cap-table export.
You are a founder who builds a simple post-round ownership screen for the raise, not legal advice and not a pitch-deck cap-table slide. <context> I need a post-round cap table dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample holders so it opens as a working screen I can click in the chat. Ownership math for allocation. Label it a sample model, not counsel. No slide layout. </context> <inputs> - Current holders and shares: [CAP TABLE] - Company name: [COMPANY NAME] - New money shares or ownership percent for the round: [OR INVENT] - Option pool before and after if you have it: [OR INVENT] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (pre fully diluted, new shares, post fully diluted, new-money percent); a pre versus post ownership bar by holder group (founders, employees, existing investors, new money, pool); a sortable holder table from [CAP TABLE] plus the new money row; and a click that shows pre %, post %, and share delta. Compute percents from shares / fully diluted. Flag if group percents do not add to 100 plus or minus rounding. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Holder rows and new-money shares in labeled JS constants at the top. - Print a footnote: sample ownership model, not legal advice. - Do not invent liquidation preferences or voting terms. - Accessible contrast; not color-only groups. </constraints> <format> Return the full HTML as an artifact, then explain fully-diluted math and which holder array to replace. </format>
Pro tip: Start from fully diluted shares you already use. A new share count invented for this screen will not match the lawyers.
Option Pool Refresh View
18/30โจ What it does
Claude builds an option-pool refresh view from [POOL PERCENT] with pre-round and post-round pool and founder dilution as a working screen you can click in the chat. Toggle pre versus post, then swap the sample numbers for your pool plan.
You are a founder who shows how an option-pool refresh changes ownership in this raise, not a compensation designer. <context> I need an option-pool refresh dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample shares so it opens as a working screen I can click in the chat. Pool allocation inside the round. Not a hiring plan. Not a slide. </context> <inputs> - Target pool percent: [POOL PERCENT] - Company name: [COMPANY NAME] - Whether the refresh is pre-money or post-money: [PRE OR POST] - Founder shares, existing pool, new-money shares: [OR INVENT] </inputs> <task> Build the dashboard with: a header naming [POOL PERCENT]; a KPI row (pool before, pool after, founder % before, founder % after, dilution points); a toggle that restates the pool using the pre or post rule I gave; a simple ownership bar; a table of groups; and a footnote that prints the rule. Compute the new pool shares from the rule and the target percent. Clicking a group shows share counts. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Shares and the pre/post flag in labeled JS constants at the top. - Show the formula in a comment and on the page. Label as a sample, not legal advice. - Do not invent hire names or grant sizes. - Accessible contrast. </constraints> <format> Return the full HTML as an artifact, then write the pre versus post pool rule and which constants to replace. </format>
Pro tip: Say whether the refresh is pre-money or post-money the way the term sheet already says it. Flipping that silently will misstate founder percent.
Insider Versus New Money
19/30โจ What it does
Claude builds an insider-versus-new-money board from [INSIDER CHECKS] with insider share of the round as a working screen you can click in the chat. Filter insiders, then swap the sample numbers for your insider and new-money list.
You are a founder who splits insider follow-on from new money in this close, not a board secretary and not a deck designer. <context> I need an insider versus new money dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample checks so it opens as a working screen I can click in the chat. Who fills the raise. No operating finance. No slides. </context> <inputs> - Insider checks: [INSIDER CHECKS] - Company name: [COMPANY NAME] - New-money checks: [OR INVENT] - Target raise: [AMOUNT] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (insider dollars, new-money dollars, insider share of committed, remaining to target); a two-slice bar; chips that show insiders only, new money only, or all; a table (name, insider yes/no, dollars, status); and a callout if insiders are carrying more than an editable share. Compute insider share as insider dollars / (insider + new money). Clicking a row highlights the slice. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Check rows in labeled JS constants at the top. - Insider share is computed. Do not hardcode it. - Do not invent board seats or voting. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then explain the insider rule and which check arrays to replace. </format>
Pro tip: An insider is already on the cap table. A friend-and-family check that is new to the company is new money.
Pro Rata and Leftover Board
20/30โจ What it does
Claude builds a pro-rata and leftover board from [PRO RATA LIST] with taken, waived, and leftover dollars as a working screen you can click in the chat. Open a waived row, then swap the sample numbers for your pro-rata replies.
You are a founder who tracks pro rata take-up and leftover allocation in the close, not counsel and not a pitch writer. <context> I need a pro rata and leftover dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample rights so it opens as a working screen I can click in the chat. Allocation leftovers. No legal opinion. No slides. </context> <inputs> - Holders with pro rata rights and max dollars: [PRO RATA LIST] - Company name: [COMPANY NAME] - Taken / waived / pending per holder: [OR INVENT] - Target raise and already reserved lead/new-money dollars: [AMOUNTS] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (pro rata taken, waived, pending, leftover dollars); a bar of taken versus waived versus pending; a table from [PRO RATA LIST]; and a leftover callout (target minus reserved minus taken). Clicking waived shows how much room that opened. Pending does not count as taken. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Rights rows and reserved dollars in labeled JS constants at the top. - Leftover is computed. Flag a negative leftover. - Do not invent statutory rights. Use only the list I gave. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then write leftover math and which rights array to replace. </format>
Pro tip: Leftover is target minus lead minus taken pro rata minus other new money. Waived pro rata is room, not a moral story.
Updates
5 promptsWeekly Raise Status Strip
21/30โจ What it does
Claude builds a weekly raise-status strip for [UPDATE WEEK] with new intros, new dollars, and next-week asks as a working screen you can click in the chat. Scan this week's strip, then swap the sample numbers for your weekly notes.
You are a founder who builds a weekly raise-status strip the team can click through on Monday, not a board pack and not a pitch email. <context> I need a weekly raise status strip as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample weeks so it opens as a working screen I can click in the chat. Raise ops update. Not a finance flash. Not a deck. </context> <inputs> - Week label: [UPDATE WEEK] - Company name: [COMPANY NAME] - Weeks of history: [E.G. LAST 8 WEEKS] - Per week: intros, first meetings, dollars newly soft, dollars newly signed, dollars wired: [OR INVENT] </inputs> <task> Build the dashboard with: a header naming [UPDATE WEEK]; a KPI row for the selected week (intros, meetings, new soft, new signed, new wired); a week picker; sparklines for each series; a table of the eight weeks; and a next-week ask list of five sample follow-ups you generate from the weakest funnel step that week. Clicking a week restates the cards. Compute week-over-week deltas. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Weekly rows in labeled JS constants at the top. - Deltas are computed. Do not invent product MRR on this strip. - Accessible contrast; print-friendly. - No slide-style cover. </constraints> <format> Return the full HTML as an artifact, then say which weekly array to replace with your standup notes. </format>
Pro tip: This strip is for the raise standup, not the monthly investor letter. Keep product vanity metrics off it unless they changed a check.
Investor Update Number Row
22/30โจ What it does
Claude builds an investor-update number row from [UPDATE METRICS] with this month, last month, and versus plan as a working screen you can click in the chat. Click a metric card, then swap the sample numbers for the update you will send.
You are a founder who builds the number row for an investor update during a raise, not a board KPI pack and not a pitch-deck appendix. <context> I need an investor update number-row dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample metrics so it opens as a working screen I can click in the chat. The numeric spine of an update. Do not write the letter. Do not build an eight-card board pack. </context> <inputs> - Metrics with this month, last month, and plan: [UPDATE METRICS] - Company name: [COMPANY NAME] - Update month: [E.G. AUGUST 2026] - Raise extras to include as two extra cards: [E.G. COMMITTED, WEEKS TO CLOSE] </inputs> <task> Build the dashboard with: a header for the update month; a row of metric cards from [UPDATE METRICS] plus the two raise extras; each card with this, last, versus last %, versus plan; a small sparkline if you seed history; and a click that opens a one-line definition. Compute variances. Flag a metric that would contradict a sample one-line header you also print, if I give that line. Otherwise skip the contradiction check. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Metric arrays in labeled JS constants at the top. - Do not draft email prose. Numbers and definitions only. - Accessible contrast; status uses color plus a word (up, down, flat). - Not a full board RAG pack. </constraints> <format> Return the full HTML as an artifact, then list which metric array to replace before you paste the letter. </format>
Pro tip: Lock the metric names to last month's update. A new row that only exists this letter will look like you hid a miss.
This Week Commitment Log
23/30โจ What it does
Claude builds a this-week commitment log from [NEW COMMITMENTS] with added dollars and a running raise total as a working screen you can click in the chat. Open the newest yes, then swap the sample numbers for this week's replies.
You are a founder who logs new commitments this week so the raise total cannot drift, not a CRM admin and not a pitch writer. <context> I need a this-week commitment log as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample yeses so it opens as a working screen I can click in the chat. Weekly capital in. No slides. No P and L. </context> <inputs> - New commitments this week: [NEW COMMITMENTS] - Company name: [COMPANY NAME] - Raise total before this week: [AMOUNT] - Target: [AMOUNT] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (added this week, raise total after, remaining to target, count of new yeses); a daily bar of added dollars; a log table from [NEW COMMITMENTS] (name, day, dollars, status); and a running-total line from the before-week constant plus each row in date order. Clicking a row restates what the running total was after that yes. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Week rows and the before-week total in labeled JS constants at the top. - Running total is computed in order. Do not hardcode the after-week card. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then explain the running-total order and which log to replace. </format>
Pro tip: Log the day they said yes and the status. A weekly total without names will not help you chase the unsigned ones on Friday.
Next Ten Meetings Board
24/30โจ What it does
Claude builds a next-ten-meetings board from [MEETING CALENDAR] with stage, owner, and a stale-hold flag as a working screen you can click in the chat. Open the next meeting, then swap the sample numbers for your calendar export.
You are a founder who puts the next ten investor meetings on one screen, not an exec assistant tool and not a pitch coach. <context> I need a next ten meetings dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample meetings so it opens as a working screen I can click in the chat. Calendar of capital conversations. Do not write talking points. Do not design slides. </context> <inputs> - Upcoming meetings: [MEETING CALENDAR] - Company name: [COMPANY NAME] - Today: [DATE] - Stale-hold rule: [E.G. HOLD WITH NO MEETING IN 14 DAYS] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (meetings in 7 days, in 14 days, partner-level count, stale holds); a chronological list of the next ten from [MEETING CALENDAR] (when, who, firm, stage, owner); a small stage mix bar; and a stale-hold callout using the rule. Clicking a meeting opens a one-line purpose field already filled with sample text. Sort is by datetime. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Meeting rows and the stale rule in labeled JS constants at the top. - Counts are computed from dates versus today. Do not invent agendas. - Accessible contrast; keyboard-usable list. </constraints> <format> Return the full HTML as an artifact, then say which meeting array to replace with a calendar export. </format>
Pro tip: Put the real next step (first call, partner meeting, close call). A vague catch-up will hide that the funnel is empty.
Claim Versus Number Check
25/30โจ What it does
Claude builds a claim-versus-number check from [CLAIMS] that flags any update line the sample math cannot support as a working screen you can click in the chat. Click a flagged claim, then swap the sample numbers for the lines you plan to send.
You are a founder who checks raise-update claims against the live numbers before anyone hits send, not a copywriter and not a board secretary. <context> I need a claim versus number checker as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample claims and numbers so it opens as a working screen I can click in the chat. Fact check for the raise update. Do not rewrite the pitch. Do not build a board narrative header. </context> <inputs> - Claims I want to make: [CLAIMS] - Supporting numbers (target, committed, wired, runway months, weeks to close): [OR INVENT] - Company name: [COMPANY NAME] - What I will not claim: [OFF-LIMITS] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; the number cards; a list of [CLAIMS] each tagged supports, tensions, or unclear; a click that shows which number you used; and a warning if a claim would break [OFF-LIMITS] or contradict committed versus target. Use simple labeled rules (for example a claim of oversubscribed is tensions unless committed is at or above target). Print the rules. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Claims and number constants at the top. - Do not invent a second story. Honor [OFF-LIMITS]. - Status uses the words supports, tensions, or unclear plus color. - No slide layout. </constraints> <format> Return the full HTML as an artifact, then list the check rules and which claim array to replace. </format>
Pro tip: Write the claim as a fact the cards can prove. A vibe in the update and a miss in the committed total will get you a diligence question.
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Close Plan
5 promptsWeek by Week Close Plan
26/30โจ What it does
Claude builds a week-by-week close plan from [CLOSE WEEKS] with tasks, owners, and a blocked-week flag as a working screen you can click in the chat. Open the blocked week, then swap the sample numbers for your close checklist.
You are a founder who runs a week-by-week close plan, not a project manager for the product roadmap and not a pitch coach. <context> I need a week-by-week close plan dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample tasks so it opens as a working screen I can click in the chat. Path to money in the bank. No slides. No operating OKRs. </context> <inputs> - Weeks to close: [CLOSE WEEKS] - Company name: [COMPANY NAME] - Tasks with week, owner, status (open, blocked, done): [OR INVENT] - Target close date: [DATE] </inputs> <task> Build the dashboard with: a header toward the close date; a KPI row (weeks left, open tasks, blocked tasks, done %); a week strip from [CLOSE WEEKS]; a task table; a blocked-week flag when a week still has a blocked task; and a click on a week that filters the table. Compute done % as done / all tasks. Cards recompute from the task list. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Task rows and week labels in labeled JS constants at the top. - Blocked uses color plus the word blocked. - Do not invent legal steps I did not list. - Accessible contrast; responsive layout. </constraints> <format> Return the full HTML as an artifact, then say which task array to replace with the live close checklist. </format>
Pro tip: Put counsel, signatures, and wires on the week they actually move. A single close week dump hides the stall.
Docs and Wire Tracker
27/30โจ What it does
Claude builds a docs-and-wire tracker from [CLOSING DOCS] with signature status and expected wire week as a working screen you can click in the chat. Click a missing doc, then swap the sample numbers for your closing set.
You are a founder who tracks closing documents and wires on one screen, not counsel and not a treasury payment-run tool. <context> I need a docs and wire tracker as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample closing rows so it opens as a working screen I can click in the chat. Close mechanics. Not AP bills. Not a deck appendix. </context> <inputs> - Closing docs and per-investor wire fields: [CLOSING DOCS] - Company name: [COMPANY NAME] - Status values: [E.G. MISSING, IN REVIEW, SIGNED, WIRE SENT, WIRE CLEARED] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (docs missing, docs signed, wires sent, wires cleared, dollars cleared); a two-column layout (doc checklist, wire table); chips for missing versus cleared; and a click that opens the next required status. Compute dollars cleared from rows in wire-cleared status. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Doc and wire rows in labeled JS constants at the top. - Do not invent bank rails or legal sufficiency. Status and dollars only. - Accessible contrast; keyboard-usable tables. </constraints> <format> Return the full HTML as an artifact, then say which closing array to replace. </format>
Pro tip: A doc is done when the signed file is in, not when it is in someone inbox. Wires stay off done until they clear.
Dollars Still to Minimum
28/30โจ What it does
Claude builds a dollars-still-to-minimum board from [MINIMUM CLOSE] with signed, wired, and the last gap as a working screen you can click in the chat. Check the gap card, then swap the sample numbers for your minimum and live totals.
You are a founder who watches the last dollars to a named minimum close, not a sales forecast owner. <context> I need a dollars still to minimum dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample checks so it opens as a working screen I can click in the chat. First-close math. Soft pledges do not shrink the gap. No pitch thermometer slide as the only view (you may use a progress bar, but the table must be the source). </context> <inputs> - Minimum close: [MINIMUM CLOSE] - Company name: [COMPANY NAME] - Signed dollars, wired dollars, named remaining prospects with dollars: [OR INVENT] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header naming [MINIMUM CLOSE]; a KPI row (minimum, signed, wired, gap = minimum minus signed, gap versus wired); a progress bar to minimum using signed, with a second thin bar for wired; a prospect table that I can mark as signed in-sample via a checkbox that recomputes the gap; and a callout of the smallest set of open rows that would cover the gap (greedy by dollars). Clicking a row toggles it into a what-if signed set without changing the base constants unless the checkbox is on. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Minimum and rows in labeled JS constants at the top. - Gap is computed. Soft is not in the gap math. - Accessible contrast; checkboxes keyboard-usable. - Do not invent a second close size here. </constraints> <format> Return the full HTML as an artifact, then write the gap rule and which prospect array to replace. </format>
Pro tip: Minimum is the number at which you will close the first close. Counting hope toward it will strand you one check short.
Signature and Side Letter Log
29/30โจ What it does
Claude builds a signature and side-letter log from [SIGNATORY LIST] with signed, waiting, and side-letter flags as a working screen you can click in the chat. Open a waiting signatory, then swap the sample numbers for your signature tracker.
You are a founder who logs signatures and side letters until the close can fire, not an attorney of record. <context> I need a signature and side letter log as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample signatories so it opens as a working screen I can click in the chat. Close roster. Not legal advice. Not a slide. </context> <inputs> - Signatories: [SIGNATORY LIST] - Company name: [COMPANY NAME] - Fields: name, role (investor, company, counsel), signature status, side letter yes/no, side letter status: [OR INVENT] </inputs> <task> Build the dashboard with: a header for [COMPANY NAME]; a KPI row (signatories, signed, waiting, open side letters); a table from [SIGNATORY LIST]; chips for waiting versus signed versus open side letter; a bar of waiting by role; and a click that opens a one-line blocker field. Compute counts from status fields. Waiting is any row not signed, or a yes side letter that is not done. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Signatory rows in labeled JS constants at the top. - Print a footnote: tracker only, not legal advice. - Do not invent clause text. - Accessible contrast. </constraints> <format> Return the full HTML as an artifact, then say which signatory array to replace. </format>
Pro tip: A side letter that is still in draft is waiting, not signed. Parking it as done will stall the wire.
Close Day Wire Board
30/30โจ What it does
Claude builds a close-day wire board from [WIRE SCHEDULE] with expected, sent, and cleared amounts as a working screen you can click in the chat. Click a not-cleared wire, then swap the sample numbers for that morning's wire list.
You are a founder who runs the close-day wire board until every expected check is cleared, not a treasurer running vendor AP. <context> I need a close-day wire dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample wires so it opens as a working screen I can click in the chat. One day, investor wires only. No vendor bills. No pitch celebration slide. </context> <inputs> - Wire schedule: [WIRE SCHEDULE] - Company name: [COMPANY NAME] - Close day: [DATE] - Expected total: [AMOUNT] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a header dated the close day; a KPI row (expected from [WIRE SCHEDULE], sent, cleared, still out, percent cleared); a table (investor, expected, sent yes/no, cleared yes/no, amount); a bar of cleared versus still out; and a not-cleared list. Checking sent or cleared in the sample UI recomputes the cards from the same rows. Flag if cleared exceeds expected. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Wire rows and expected total in labeled JS constants at the top. - Totals must reconcile to the sum of rows; flag a break versus the expected constant. - Do not invent FX or bank fees unless I pasted them. - Accessible contrast; currency consistent. </constraints> <format> Return the full HTML as an artifact, then explain cleared versus expected and which wire array to replace. </format>
Pro tip: Expected is what the instruction said. Cleared is what the bank shows. Those two staying apart is the whole point of this screen.
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