Search Skills
3573 skills found
United States
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capital-markets
Form D Notice of Exempt Offering
Drafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exempt…
United States
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capital-markets
Form 8-K Current Report
Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must discl…
United States
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capital-markets
Form 10-K Annual Report
Drafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP fina…
United States
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capital-markets
Form 10-Q Quarterly Report
Drafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certific…
United States
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capital-markets
Director and Officer Questionnaire
Drafts Director and Officer (D&O) questionnaires for SEC disclosure compliance under Reg S-K Items 401, 402, 404, and 407. Covers biographical data, …
United States
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capital-markets
Directed Share Program
Drafts a Directed Share Program (DSP) agreement governing share allocation and purchase by designated participants in a U.S. public offering or IPO. …
United States
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capital-markets
Comfort Letter from Auditors
Drafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for und…
United States
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capital-markets
Blue Sky Filings Compliance Workflow
Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities pree…
United States
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capital-markets
Bad Actor Disqualification Review (Rule 506(d))
Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnai…
United States
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capital-markets
ATM Equity Distribution Agreement
Drafts a market-standard At-The-Market (ATM) Equity Distribution Agreement for public issuers conducting continuous shelf offerings under Rule 415(a)…
United States
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bankruptcy
Motion for Relief from Automatic Stay
Drafts a Motion for Relief from Automatic Stay under 11 U.S.C. § 362(d). Covers § 362(d)(1) cause/adequate protection, (d)(2) no equity/not necessary…
United States
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bankruptcy
Reaffirmation Agreement
Drafts Reaffirmation Agreements under 11 U.S.C. § 524(c) for U.S. bankruptcy proceedings. Produces Official Form 240A-compliant documents with agreem…
United States
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bankruptcy
Objection to Proof of Claim
Drafts Objections to Proof of Claim for U.S. bankruptcy courts under 11 U.S.C. § 502. Extracts case facts, identifies evidentiary deficiencies, and a…
United States
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bankruptcy
Motion to Convert Case
Drafts a Motion to Convert Case for bankruptcy proceedings under 11 U.S.C. §§ 706, 1112, or 1307. Builds caption, factual background, statutory argum…
United States
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bankruptcy
Motion to Avoid Lien Under 11 U.S.C. § 522(f)
Drafts a Motion to Avoid Lien under 11 U.S.C. § 522(f) for bankruptcy proceedings. Produces a litigation-ready motion with caption, impairment calcul…
United States
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bankruptcy
Bankruptcy Means Test Calculation
Calculates the bankruptcy means test from paystub data to determine annualized gross income and compare against state median income thresholds. Cover…
United States
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bankruptcy
Bankruptcy Interest Calculation Reference
Calculates and validates pre-petition interest for U.S. bankruptcy creditor proofs of claim. Triggers on "proof of claim", "pre-petition interest", "…
United States
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bankruptcy
Disclosure Statement for Plan of Reorganization
Drafts a Chapter 11 Disclosure Statement compliant with 11 U.S.C. § 1125 and FRBP 3016(b). Use when preparing the disclosure statement that accompani…
United States
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bankruptcy
Dischargeability Complaint
Drafts a U.S. bankruptcy adversary complaint under 11 U.S.C. §523 to determine non-dischargeability of debt. Use when a creditor, assignee, or subrog…
United States
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bankruptcy
DIP Financing Motion
Drafts U.S. bankruptcy DIP financing motions under 11 U.S.C. §§ 361-364, including superpriority claims, priming liens, and adequate protection. Use …
United States
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bankruptcy
Collateral Valuation (Bankruptcy)
Values collateral and allocates secured vs. unsecured claim portions under U.S. bankruptcy standards, applying Chapter 7 liquidation value, Chapter 1…
United States
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bankruptcy
Chapter 11 Plan of Reorganization
Drafts a Chapter 11 Plan of Reorganization under 11 U.S.C. §§ 1121–1129 with claim classification, treatment provisions, distribution mechanics, exec…
United States
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bankruptcy
Cash Collateral Motion
Drafts motions to use cash collateral under 11 U.S.C. § 363. Use when a debtor-in-possession needs court authorization to use cash collateral, typica…
United States
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bankruptcy
Proof of Claim (Bankruptcy)
Drafts filing-ready proofs of claim for U.S. bankruptcy proceedings using Official Form B 410 under FRBP 3001. Handles secured, unsecured priority, a…