Ownership + unvested

What I did: Investors wanted to understand not just who owns what today, but how much of each person's stake is still unvested. I needed a single view combining both.

The prompt I used:

For [Company Name], combine the Stakeholder Ownership Details and Vesting Details reports into one table. For each holder, show their ownership %, total shares, vested shares, unvested shares, and what percentage of their stake is still unvested.

Result: A single table that tells the full retention story: who owns what, and how much of it they’ve actually earned. Useful for board presentations, investor diligence, and key-person risk analysis.