Review an investment agreement for founder risks before you sign
Paul Klay built an open-source AI skill that reviews investment agreements and helps founders spot the risks before signing.
Source
@PaulKlayVC on X · 2026-10-14
Written in our own words. Credit to the original author. Link checked 2026-10-23.
What they did
Paul Klay built an open-source AI skill that reviews investment agreements and helps founders spot the risks before signing.
Result (as claimed)
Founders see what they're agreeing to before it costs them the company.
Tools they used
Cost: Pricing depends on the tools you pick; check each official pricing page.
Set it up
Gather the documents
Collect statements, bills, invoices or tax documents for the period you want reviewed.
Ask for an audit, not actions
Have AI agent skill list findings, amounts and suggested next steps before it does anything.
Approve each action
Approve cancellations, disputes or payments one at a time. Never give an agent open-ended access to move money.
Track the result
Record what changed and what you saved so you can check it next month. This is not financial advice.
Copy the full setup prompt
Paste into your agent and it will walk you through the setup, asking before anything that sends, posts or spends.
You are helping me set up this AI use case end to end in Claude Code. Goal: Review an investment agreement for founder risks before you sign What the original author did: Paul Klay built an open-source AI skill that reviews investment agreements and helps founders spot the risks before signing. Reported result (as claimed by the author): Founders see what they're agreeing to before it costs them the company. Source: https://x.com/PaulKlayVC/status/2110480676327928049 Tools they used: AI agent skill Category: Money Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Codex. Goal: Review an investment agreement for founder risks before you sign What the original author did: Paul Klay built an open-source AI skill that reviews investment agreements and helps founders spot the risks before signing. Reported result (as claimed by the author): Founders see what they're agreeing to before it costs them the company. Source: https://x.com/PaulKlayVC/status/2110480676327928049 Tools they used: AI agent skill Category: Money Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Grok Bot. Goal: Review an investment agreement for founder risks before you sign What the original author did: Paul Klay built an open-source AI skill that reviews investment agreements and helps founders spot the risks before signing. Reported result (as claimed by the author): Founders see what they're agreeing to before it costs them the company. Source: https://x.com/PaulKlayVC/status/2110480676327928049 Tools they used: AI agent skill Category: Money Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
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How to review contracts, leases and fine print with AI ยท How to use Claude Code skills and plugins
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