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89 skills found
Pro Forma Capitalization Table
Drafts a pro forma capitalization table modeling ownership before and after a financing event or corporate transaction. Calculates dilution, conversi…
Prepare the Delaware Annual Filing
Get ready for your Delaware annual report and franchise tax (due March 1 every year). I run the math two ways and pick the cheaper one, which is usua…
Plan of Liquidation and Dissolution
Drafts a U.S. corporate Plan of Liquidation and Dissolution for voluntary wind-downs. Triggers when inputs mention liquidation, voluntary dissolution…
Plan of Liquidation and Dissolution
Drafts a Plan of Liquidation and Dissolution for U.S. corporations undergoing voluntary dissolution. Covers board/shareholder approvals, creditor not…
Organizational Meeting Minutes
Drafts organizational meeting minutes for newly formed corporations or LLCs, covering quorum, bylaws/OA adoption, elections, capitalization, banking,…
Legal Opinion Summary
Summarizes U.S. transactional legal opinions into executive-ready briefs preserving issues, analysis, conclusions, qualifications, and key authoritie…
Notice of Annual Shareholders Meeting
Drafts a U.S. corporate annual shareholders meeting notice enforcing record-date accuracy, notice timing, quorum/vote thresholds, proxy logistics, an…
Nonprofit Corporation Bylaws
Drafts U.S. nonprofit corporation bylaws aligned to state nonprofit corporation acts and IRC §501(c)(3) requirements, covering governance structure, …
Non-Profit Board Meeting Minutes
Drafts legally compliant non-profit board meeting minutes with attendance, quorum, resolutions, conflict-of-interest recusals, and executive session …
Non-Competition & Non-Solicitation Agreement (Seller)
Drafts a Non-Competition and Non-Solicitation Agreement for a seller principal in an asset purchase transaction. Use when drafting ancillary restrict…
Merger Agreement
Drafts U.S. merger agreements for M&A transactions covering merger structure and mechanics, consideration, equity treatment, reps and warranties, cov…
M&A Closing Checklist
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate a…
Letter of Intent (LOI)
Drafts U.S. corporate transaction Letters of Intent (LOI) for mergers, acquisitions, investments, and strategic alliances. Separates non-binding inte…
Letter of Intent (LOI)
Drafts corporate Letters of Intent for M&A and business transactions, structuring binding vs. non-binding provisions, deal terms, exclusivity, and co…
SaaS Legal & Business Formation
Use this skill when the user needs to form a business entity, choose between LLC and C-Corp, create Terms of Service, write a Privacy Policy, or hand…
Client Intake Summary (Corporate)
Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive ov…
Initial Board Resolutions
Drafts initial board resolutions (organizational meeting minutes) for newly formed U.S. corporations. Covers bylaw adoption, officer elections, banki…
Action by Written Consent of Incorporator
Drafts an Action by Written Consent of Incorporator for newly formed U.S. corporations. Trigger when the user needs to formalize post-incorporation o…
Frame Board
Draft board resolutions, consent documents, and meeting minutes.
Foreign Corporation Registration
Drafts a foreign corporation registration (Certificate of Authority) package to qualify a U.S. corporation for business in a new state. Extracts corp…
Finder's Fee Agreement
Drafts U.S. corporate Finder's Fee Agreements that compensate introducers while constraining activities to avoid broker-dealer or agency status. Incl…
Final Report of Dissolution
Drafts a filing-grade final report of dissolution for U.S. corporate or LLC closings, documenting winding-up actions, creditor handling, asset dispos…
Escrow Agreement
Drafts tripartite U.S. escrow agreements for M&A and commercial closings, covering escrow property, deposit mechanics, release conditions, dispute ha…
Equity Financing Term Sheet
Drafts a U.S. equity financing term sheet for preferred stock rounds (Series A/B/C), structured as a non-binding framework with binding confidentiali…