Business & Operations

Constructs merger consequence analysis with accretion/dilution, pro forma financials, and synergy assumptions. Use when modeling mergers, calculating accretion/dilution, or analyzing deal structures.

Constructs accretion/dilution analysis with pro forma financials, synergy phasing, and purchase price allocation. Use when modeling merger outcomes, calculating EPS accretion, or analyzing deal structures.

Constructs LBO models with sources/uses, debt schedules, operating projections, and returns analysis across entry/exit scenarios. Use when modeling leveraged buyouts, calculating sponsor returns, or analyzing leverage capacity.

Constructs leveraged buyout models with debt capacity, returns analysis, and exit scenarios. Use when modeling LBOs, calculating sponsor returns, or analyzing leveraged transactions.

Constructs integrated three-statement financial models with scenario analysis and assumption documentation. Use when building financial models, projecting financial statements, or creating forecast scenarios.

Constructs driver-based financial models with operational metric linkage and sensitivity analysis. Use when building driver-based forecasts, linking operational and financial metrics, or modeling business drivers.

Structures annual operating plan development with revenue, expense, and capital budget integration. Use when building annual budgets, creating operating plans, or developing financial targets.

Drafts a Build-Out Allowance Agreement as a commercial lease addendum governing landlord-provided TI allowance terms. Use when structuring TI allowance financing, negotiating landlord work letters, or documenting tenant improvement funds at lease execution.

Drafts a BSA/AML Risk Assessment for U.S. financial institutions per FinCEN, FFIEC, and OCC standards. Evaluates inherent risks (customer, product, geographic, transaction, third-party), control adequacy, and residual risk. Use when preparing annual BSA compliance assessments, post-acquisition integration reviews, or when business changes trigger reassessment under 31 U.S.C. § 5318(h).

Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.

Generate contextual briefings for legal work — daily summary, topic research, or incident response. Use when starting your day and need a scan of legal-relevant items across email, calendar, and contracts, when researching a specific legal question across internal sources, or when a developing situation (data breach, litigation threat, regulatory inquiry) needs rapid context.

Summarizes cybersecurity breach incidents into structured legal and compliance records. Trigger when synthesizing incident reports, forensics, logs, or notifications into a defensible chronology, scope-impact analysis, response ledger, or regulatory-risk assessment. Keywords: data breach, incident response, unauthorized access, ransomware, exfiltration, GDPR, CCPA, HIPAA.

Drafts a board resolution authorizing voluntary corporate dissolution via unanimous written consent of directors. Covers Plan of Complete Liquidation adoption, shareholder approval directive, officer authorizations, and execution provisions. Use when initiating voluntary dissolution, preparing corporate wind-down records, or drafting pre-shareholder dissolution authority under state corporation law.

Produces a structured, objective summary of corporate board meetings covering metadata, quorum, attendance, conflicts, resolutions with vote counts, committee reports, and significant corporate actions. Use when summarizing board minutes, creating a corporate governance record, or preparing a post-meeting recap for officers, shareholders, or regulators.

Drafts U.S. corporate board-of-directors meeting minutes into formal, defensible records documenting valid corporate action and governance process. Triggers on board minutes, directors meeting record, board resolutions, quorum validation, motion and vote capture, corporate secretary records, governance drafting. Requires source materials such as agenda, attendance, bylaws, notices, reports, prior minutes, and resolutions.

Drafts board committee charters for Audit and Compensation Committees tailored to public/private status, exchange listing (NYSE/NASDAQ), and governance requirements. Covers composition, independence, authority, meeting procedures, and reporting. Use when creating or updating audit committee charters, compensation committee charters, or corporate oversight committee formations.

Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities preemption, classifies offerings under Regulation D/Rule 506 or alternative federal exemptions, maps state jurisdictional nexus distinguishing offers from sales, and generates a state-by-state filing plan with Form D/EFD workflow, fee schedules, amendment triggers, and renewal calendars. Use this skill when advising on private placement Blue Sky comp...

Summarizes biotech patent families and disputes into litigation-ready intelligence briefs. Trigger when the user provides patent applications, issued patents, PTAB filings, prosecution histories, licensing materials, or litigation documents in biotechnology domains and requests a summary, risk assessment, or FTO analysis.

Produces privilege-safe U.S. corporate legal billing summaries from time and expense data. Converts entries into client-friendly narratives with categorized hours, rates, expenses, and milestones while enforcing engagement-letter rules and ethical billing safeguards. Use when asked to create a billing summary, invoice narrative, timekeeper breakdown, expense summary, or fee narrative.

Produces neutral, section-pinned U.S. legislative bill summaries translating statutory language into plain terms with identifying data, provisions, fiscal impacts, and controversy. Use when summarizing bills, analyzing proposed legislation, preparing bill briefs, digesting committee reports or fiscal notes, or writing legislative updates.

Drafts a U.S. Bill of Sale for transferring personal property ownership from seller to buyer. Covers vehicles, equipment, watercraft, firearms, business assets, and general personal property. Enforces party identification, property description, consideration, condition representations, title warranty, lien disclosure, and jurisdiction-specific execution requirements. Use when drafting a bill of sale, asset transfer document, or ownership transfer instrument.

Drafts a U.S. CRE personal property Bill of Sale transferring equipment, fixtures, FF&E, inventory, and other tangible assets. Handles inclusion/exclusion schedules, price allocation, tax responsibility, and risk of loss. Trigger when the user needs a bill of sale, asset schedule, equipment transfer document, or personal property conveyance tied to a CRE closing.

Conducts portfolio performance measurement with benchmark comparison, attribution, and risk-adjusted metrics. Use when measuring portfolio performance, calculating Sharpe/Sortino ratios, or conducting performance attribution.

Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each disqualifying event category, a documented reasonable-care diligence record, and classification analysis of flagged events with remediation or disclosure recommendations. Use this skill when conducting Rule 506(d) diligence, identifying covered persons for a Regulation D offering, drafting bad actor questionnaires, or analyzin...