How to Videos
Add a Company
More videos to come!
Claude Skills
Using Skills requires Cowork or Claude Code with the Claude in Chrome extension connected, and recommend Opus or Sonnet. Users on Haiku will still be able to run it, it will just need more oversight from you.
.Skill to help populate a new CapTable
For information and reporting guidance, we have used the following sites, along with others.
Industry Links
Medical Clinical Trials https://clinicaltrials.gov/
International Energy Agency https://www.iea.org/
NAICS Association https://www.naics.com/
Social Media Data https://socialblade.com/
Goverment Links
Bureau of Cannabis Control https://www.bcc.ca.gov/
Economic Indicators https://www.census.gov/economic-indicators/
Federal Reserve https://www.federalreserve.gov/releases/H15/default.htm
Securities and Exchange Commission https://www.sec.gov/
Small Business Administration https://www.sba.gov/
State Business Search – AZ https://ecorp.azcc.gov/EntitySearch/Index
State Business Search – CA https://businesssearch.sos.ca.gov/
State Business Search – DE https://icis.corp.delaware.gov/
State Business Search – TX https://mycpa.cpa.state.tx.us/coa/
State Business Search – NY https://www.dos.ny.gov/corps/bus_entity_search.html
Reporting Links
AICPA
Appraisal Foundation https://www.appraisalfoundation.org/
Business Valuation Resources https://www.bvresources.com/
Financial Accounting Standards Board https://asc.fasb.org/home
Public Company Accounting Oversight Board https://pcaobus.org/
Uniform of Professional Appraisal Practice https://www.appraisalinstitute.org/