Unaccepted or unsigned securities

What I did: Pre-financing compliance check — needed to confirm all securities had been accepted by holders before we kicked off our Series A.

The prompt I used:

Show me all securities at [Company Name] that have not yet been accepted or signed by the holder. Group by security type.

How it works: Checks the acceptance status across all security types — options, certificates, SAFEs, notes — and surfaces anything still pending holder signature. Unaccepted grants can create legal uncertainty, especially in a financing or audit.

Result: Found three option grants that had never been accepted. We got them signed before the financing closed, avoiding a potential legal issue that would have surfaced in due diligence.