Guides creation of board-ready Slice presentations using MCP tools, especially offered-status grants and ESOP/equity-pool summaries. Use when preparing board decks, board approval packs, grant approval summaries, ESOP pool updates, option pool utilization slides, or board-facing equity recommendations.
Guides Slice MCP cap-table and ESOP-pool analysis by combining company summary, cap table, ownership, stakeholder, share class, funding round, equity pool, valuation, and securities tools. Use when answering questions about cap table structure, stakeholder holdings, ownership, ESOP pools, share classes, rounds, dilution, option pools, or securities at company or stakeholder level.
Guides Slice MCP compliance analysis using compliance ticket breakdowns and object-level compliance tickets, plus related stakeholder, securities, equity plan, equity pool, valuation, tax-treatment, and cap-table tools. Use when answering questions about company compliance posture, compliance tickets, missing data, overdue issues, severity, affected objects, stale valuations, tax treatment issues, or compliance status for a stakeholder, security, equity pool, equity plan, valuation, share, grant, or exercise request.
Guides Slice MCP analysis of equity compensation, grants, options, RSUs, vesting, exercises, forfeitures, PTEP, tax treatments, and valuations. Use when answering questions about employee equity, grant positions, vested or exercisable quantities, exercise price, FMV/409A, option pool consumption, tax treatment, or award-type mechanics.
Guides Slice MCP analysis of funding rounds, share classes, price per share, primary issuances, secondary transactions, convertibles, SAFEs, option-pool top-ups, total raised, and dilution. Use when answering questions about rounds, Series A/B/C, seed rounds, bridge rounds, investor positions, round history, valuation, PPS, or post-money ownership.
Guides analysis of Slice securities through MCP securities search, find, list, get, valuation, tax-treatment, and vesting timeline tools. Use when answering questions about grants, shares, warrants, convertibles, stakeholder securities, security status, quantities, IDs, tax treatments, valuations, or vesting timelines from Slice MCP data.
Guides exit waterfall analysis using Slice MCP cap-table, share-class, securities, rounds, and ownership tools. Use when answering questions about exit proceeds, liquidation preferences, participating preferred, conversion thresholds, proceeds allocation, MOIC, investor returns, or ordinary/common shareholder payouts.
Guides Slice MCP workflow analysis using workflow list/get-one tools, exercise payment reconciliation, and tax withholding tools. Use when answering questions about grant letters, corporate approvals, share certificate workflows, exercise workflows, pending payments, tax withholding, workflow status, stuck workflows, documents, trustee updates, or stakeholder/security workflow progress.