client-triggers

Client Triggers

Scan the portfolio for actionable outreach triggers: recent round closes, expiring 409As, and companies with pending grants but no current valuation.

Prerequisites

No inputs required — this skill loops the full portfolio automatically. Cap at 20 companies.

Commands

• list_accounts — get all portfolio companies
• fetch("cap_table:get:financing_history", {"corporation_id": corporation_id}) — financing history per company
• fetch("cap_table:get:409a_valuations", {"corporation_id": corporation_id}) — 409A status (optional)

Key Fields

From financing history:

• issue_date: date of issuance
• round_name: name of the round (e.g. "Series A")
• is_grant: true if this is a grant issuance (not a priced round)

From 409A FMVs:

• expiration_date: when the valuation expires
• price: FMV per share

How to Present

See Step 4 below. Group by trigger type. Omit sections with no results.

Step 1 — Get Portfolio

Call list_accounts. Filter to accounts where id starts with corporation_pk:. Extract the numeric corporation IDs (up to 20).

Step 2 — Collect Data Per Company

For each company, fetch in sequence:

Financing history:

• fetch("cap_table:get:financing_history", {"corporation_id": corporation_id})
• Key fields: issue_date, round_name, is_grant
• Group by round_name, find max issue_date per round → "last round date"

409A status (optional, only if checking valuation triggers):

• fetch("cap_table:get:409a_valuations", {"corporation_id": corporation_id})
• Key fields: expiration_date, price (FMV per share)
• Find the most recent valuation (sort by effective_date desc)

Step 3 — Compute Trigger Classifications

Recent Closes

Companies whose last round closed within N days (default 90, or user-specified):

• Trigger: last_round_date ≥ today - N days
• Action: Congratulations / cap table review outreach

Stale 409A

Companies with an expired or near-expiry 409A (within 60 days):

• Trigger: expiration_date ≤ today + 60 days or no 409A on file
• Action: Renewal reminder outreach

Pending Grants (no current 409A)

Companies that issued grants recently (within 90 days) but have no valid 409A:

• Trigger: recent is_grant=true entry + no active 409A
• Action: Urgency outreach — grants issued without a current FMV create 409A exposure

Step 4 — Present Results

Group output by trigger type. Example:

---

Recent Closes (last 90 days)

Company	Round	Close Date	Days Ago
Acme Inc	Series B	2026-01-15	63 days

Stale or Expiring 409As

Company	Last 409A	Expiration	Status
Beta Corp	$2.50	2026-04-01	Expiring soon
Gamma LLC	—	—	No 409A on file

Grants Issued Without Current 409A

Company	Last Grant Date	409A Status
Delta Co	2026-02-20	Expired

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If no triggers found in a category, omit that section.

Parameters

If the user specifies a time window (e.g., "last 60 days", "last 6 months"), use that instead of the default 90 days.