board-presentation-analysis

Board Presentation Analysis

Scope

Use for board decks and grant-approval packs. For company cap-table totals without a board format, use cap-table-analysis. For compliance posture without board context, use compliance-analysis. For workflow status only, use workflows-analysis.

Core Principle

Board materials should be concise, decision-oriented, and traceable to Slice data. Use the same as-of date across all tools when possible. Lead with the decision the board needs to make, then show the supporting grant and ESOP pool data.

Do not dump raw tool responses into the presentation. Aggregate first, show board-relevant tables, and keep full records or long grant lists in an appendix or future file report/export.

Required Data Pull

For a standard grant approval / ESOP pool board update:

1. Fetch all offered grants with securities_find:
   • securityType: "grant"
   • status: "offered"
   • limit: 50
   • page with offset while hasNext is true
2. Fetch ESOP/equity-pool summaries with equity_pools_get_summaries for the same as-of date.
3. Fetch cap_table_get_summary when the board needs company fully diluted, outstanding, or total available pool context.
4. Fetch companies_get_summary when a one-shot company and ESOP overview is enough or when board materials need company-level totals.
5. Use grants_get_types_breakdown or grants_get_pizza_tracker for aggregate grant lifecycle context if the deck needs a company-wide grant pipeline view.

Only call securities_get_one for specific offered grants that need full terms, documents, vesting details, valuation, or tax-treatment context.

Offered Grants Section

Use offered grants to build a proposed approval table. Include only fields needed for board review:

• Stakeholder name and stakeholder/customer-facing ID when available.
• Grant customer-facing ID and internal ID for traceability.
• Grant type.
• Quantity / total granted.
• Equity plan or share class when available.
• Grant date or proposed date when available.
• Vesting summary when available or required.
• Tax treatment and country only when relevant for approval or compliance.