lev-os
- 2.8k skills
- 0 followers
- last month last updated
- ▌ Analyzing AI In Financial Services · lev-osEvaluates AI/ML applications in financial services with model governance, bias assessment, and regulatory considerations. Use when analyzing AI in finance, evaluating ML models, or assessing AI governance.
- ▌ Analyzing Alternative Data Signals · lev-osEvaluates alternative data sources including satellite, NLP sentiment, web scraping, and geolocation for alpha signal generation. Use when analyzing alt data, evaluating new data sources, or integrating non-traditional signals.
- ▌ Analyzing Burn Multiple Efficiency · lev-osEvaluates capital efficiency with burn multiple, net new ARR per dollar burned, and path to profitability analysis. Use when analyzing burn efficiency, assessing capital needs, or modeling runway scenarios.
- ▌ Analyzing Clinical Data Warehouses · lev-osStructures clinical data warehouse queries for quality measurement, research, and operational analytics. Use when querying clinical data, building analytics reports, or extracting research datasets.
- ▌ Analyzing Commitment Pacing Models · lev-osBuilds LP commitment pacing with deployment curves, distribution assumptions, and NAV projection for portfolio planning. Use when modeling commitment pacing, projecting LP cash flows, or planning new fund allocations.
- ▌ Managing Regtech Evaluations · lev-osEvaluates regulatory technology solutions with compliance efficiency and implementation cost-benefit analysis. Use when evaluating regtech, analyzing compliance automation, or assessing regulatory technology.
- ▌ Managing Research Compliance · lev-osMonitors research compliance with federal regulations (21 CFR, 45 CFR 46) and institutional policies. Use when ensuring research compliance, managing regulatory requirements, or conducting compliance reviews.
- ▌ Managing Retirement Planning · lev-osStructures retirement income analysis with Social Security optimization, distribution sequencing, and longevity modeling. Use when planning retirement income, optimizing Social Security, or modeling retirement spending.
- ▌ Managing Revenue Recognition · lev-osApplies ASC 606 five-step model with contract analysis, performance obligation identification, and allocation documentation. Use when analyzing revenue contracts, applying ASC 606, or documenting revenue recognition.
- ▌ Managing Sanctions Screening · lev-osStructures OFAC and global sanctions screening with match investigation and escalation protocols. Use when screening for sanctions, investigating potential matches, or managing sanctions compliance.
- ▌ Managing Stablecoin Analysis · lev-osStructures stablecoin evaluation with reserve backing, redemption mechanics, and regulatory classification. Use when analyzing stablecoins, evaluating reserve adequacy, or assessing stablecoin risk.
- ▌ Managing Tax Credit Analysis · lev-osIdentifies and structures tax credit opportunities including R&D, energy, and employment credits. Use when analyzing tax credits, quantifying R&D credits, or evaluating credit eligibility.
- ▌ Managing Tax Loss Harvesting · lev-osIdentifies and executes tax-loss harvesting opportunities with wash sale compliance and tracking. Use when harvesting tax losses, managing wash sale rules, or optimizing after-tax returns.
- ▌ Marital Settlement Agreement · lev-osDrafts Marital Settlement Agreements for divorce proceedings covering property division, spousal support, child custody, and enforceability provisions. Triggers on requests to draft MSAs, divorce settlement agreements, property settlement agreements, or marital dissolution contracts.
- ▌ Modeling Cap Table Scenarios · lev-osBuilds cap table models with round-by-round dilution, option pool, and exit waterfall analysis. Use when modeling cap tables, calculating ownership dilution, or projecting exit proceeds.
- ▌ Modeling Stub Value Analysis · lev-osCalculates stub equity value with subsidiary attribution, holding company discount, and sum-of-parts residual analysis. Use when analyzing stub values, evaluating holding company discounts, or identifying negative stub situations.
- ▌ Motion To Dismiss Indictment · lev-osDrafts motions to dismiss criminal indictments in federal and state courts. Covers defective indictments, statute of limitations, speedy trial, double jeopardy, prosecutorial misconduct, and jurisdictional defects. Use when the agent needs to challenge the legal sufficiency of criminal charges or draft a pre-trial dismissal motion.
- ▌ Nonprofit Compliance Summary · lev-osGenerates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.
- ▌ Patent Infringement Analysis · lev-osGenerates a structured patent infringement analysis mapping claims to accused product features via claim charts. Covers Phillips claim construction, literal infringement, doctrine of equivalents, validity defenses, damages, and strategic recommendations. Use when analyzing patent infringement, preparing claim charts, evaluating IP litigation risk, or assessing licensing and design-around options.
- ▌ Performing Autopsy Protocols · lev-osStructures autopsy examination with organ system review, cause-of-death determination, and documentation. Use when performing autopsies, documenting autopsy findings, or determining cause of death.
- ▌ Preparing Transfer Summaries · lev-osCreates comprehensive transfer documentation for ICU-to-floor or facility-to-facility transitions. Use when transferring patients between units, preparing transfer notes, or coordinating level-of-care changes.
- ▌ Private Placement Memorandum · lev-osDrafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.
- ▌ Protocolling Imaging Studies · lev-osSelects appropriate imaging protocols based on clinical indication and patient factors. Use when choosing imaging protocols, selecting contrast parameters, or determining appropriate study type.
- ▌ Qualification To Do Business · lev-osDrafts U.S. foreign-corporation qualification filings (Certificate of Authority) for a target state. Use when registering a corporation to transact business outside its home jurisdiction, appointing a registered agent, checking qualification triggers, or assembling a filing-ready package. Trigger terms: certificate of authority, foreign corporation, register to do business, registered agent appointment.
- ▌ Reporting Ultrasound Studies · lev-osStructures ultrasound interpretation with measurement protocols and ACR guidelines. Use when reading ultrasound exams, documenting sonographic findings, or creating US reports.
- ▌ Screening Deal Flow Pipeline · lev-osFilters inbound deal flow against fund thesis, stage, sector, and return requirements with structured pass/advance decisions. Use when triaging deal flow, evaluating inbound pitches, or managing sourcing pipelines.
- ▌ Resonance · lev-osAmplification that occurs when external input aligns with a system's natural frequency, where small well-timed efforts produce disproportionately large effects
- ▌ Workflow Tt Strategy Create · lev-osDesign and implement a custom search strategy for the timetravel research library. Invoke with /workflow tt-strategy-create.
- ▌ Convex Performance Audit · lev-os bundleAudits Convex performance for reads, subscriptions, write contention, and function limits. Use for slow features, insights findings, OCC conflicts, or read amplification.
- ▌ Design Doc Mermaid · lev-os bundleCreate Mermaid diagrams (activity, deployment, sequence, architecture) from text descriptions or source code. Use when asked to "create a diagram", "generate mermaid", "document architecture", "code to diagram", "create design doc", or "convert code to diagram". Supports hierarchical on-demand guide loading, Unicode semantic symbols, and Python utilities for diagram extraction and image conversion.
- ▌ Gh Og Share Images · lev-os bundleGenerate GitHub social preview images (1280x640 PNG) via iterative vision-guided refinement. Use when: social preview, GitHub share image, OG image for repo, social card, gh_share_image, preview image.
- ▌ Changelog Md Workmanship · lev-os bundleRebuild CHANGELOG.md files and release histories from git, tags, releases, and issue trackers. Use when writing changelogs, version timelines, or agent-facing project history summaries.
- ▌ Installer Workmanship · lev-os bundleWrite production-grade curl|bash installers. Use when creating install.sh, curl-pipe-bash installer, or one-liner install for CLI tools.
- ▌ Aml Compliance Program · lev-osDrafts board-ready Anti-Money Laundering compliance programs for U.S. financial institutions under BSA/FinCEN requirements. Covers CIP, CDD, EDD, SAR/CTR reporting, OFAC screening, risk assessment, training, independent testing, and governance structures. Use when creating or updating AML policies, BSA compliance programs, or financial institution regulatory documentation. Trigger keywords: AML, BSA, FinCEN, Bank Secrecy Act, anti-money laundering, SAR, CTR, OFAC, CIP, CDD, KYC, compliance program.
- ▌ Assessing Suicide Risk · lev-osApplies Columbia Suicide Severity Rating Scale and structured risk assessment frameworks. Use when assessing suicide risk, documenting safety evaluations, or creating safety plans.
- ▌ Building Merger Models · lev-osConstructs merger consequence analysis with accretion/dilution, pro forma financials, and synergy assumptions. Use when modeling mergers, calculating accretion/dilution, or analyzing deal structures.
- ▌ Cafa Notice Of Removal · lev-osDrafts a Notice of Removal under the Class Action Fairness Act (CAFA), 28 U.S.C. § 1332(d), transferring a state court class action to federal court. Covers minimal diversity, aggregate amount in controversy exceeding $5 million, 100+ class members, CAFA exceptions, unanimity, timeliness, and required exhibits. Use when a defendant needs to remove a state-filed class action to federal court within 30 days of service.
- ▌ Cash Collateral Motion · lev-osDrafts motions to use cash collateral under 11 U.S.C. § 363. Use when a debtor-in-possession needs court authorization to use cash collateral, typically as a first-day pleading.
- ▌ CD Tolerance Reference · lev-osGuides the agent through TRID tolerance compliance under 12 CFR § 1026.19(e)(3), comparing Closing Disclosure fees to Loan Estimate fees across zero, 10% cumulative, and unlimited tolerance categories. Use when reviewing a CD for tolerance variances, determining whether a revised LE is permitted, calculating cure amounts, or resolving post-closing tolerance violations.
- ▌ Certificate Of Service · lev-osDrafts certificates of service (proofs of service) for court filings. Use when a filing must be accompanied by proof that copies were served on all parties or counsel. Covers FRCP Rule 5, state equivalents, ECF/e-service, U.S. mail, hand delivery, and overnight courier methods.
- ▌ Interpreting Genetic Testing · lev-osStructures genetic test result interpretation with variant classification (ACMG criteria) and clinical actionability. Use when interpreting genetic results, classifying variants, or documenting genetic findings.
- ▌ Interrogatories To Defendant · lev-osDrafts plaintiff's interrogatories to defendant in personal injury litigation with caption, definitions, instructions, and substantive questions. Triggers when user needs to draft interrogatories, written discovery requests to a defendant, or PI discovery sets. Enforces numerical limits, subpart counting, and contention interrogatory practices.
- ▌ Investigation Report Summary · lev-osGenerates executive-level summaries of investigative reports covering workplace incidents, misconduct, fraud, or personal injury. Distills findings, evidence, methodology, and recommendations into a structured briefing. Use when summarizing investigation reports, incident reports, fraud investigations, or preparing litigation decision-maker briefings.
- ▌ Itar Technology Control Plan · lev-osDrafts an ITAR Technology Control Plan (TCP) for U.S. export control compliance under 22 CFR 120-130. Use when a user needs to create or update a TCP, export control program, or deemed-export compliance plan. Trigger on mentions of ITAR, TCP, DDTC, USML, deemed export, technical data, or defense article in a compliance-planning context.
- ▌ Legal Verified Research Memo · lev-osGenerate a legal research memo with claim-level source verification, confidence flags, and primary-authority priority.
- ▌ Managing Atrial Fibrillation · lev-osStructures AF management with CHA2DS2-VASc scoring, anticoagulation selection, and rate/rhythm control strategies. Use when managing AFib, calculating stroke risk, or selecting anticoagulation.
- ▌ Managing Clinical Registries · lev-osStructures clinical registry data collection with quality measure calculation and reporting. Use when managing clinical registries, submitting registry data, or calculating quality measures.
- ▌ Managing Compliance Programs · lev-osStructures OIG-model compliance program elements with effectiveness measurement and reporting. Use when building compliance programs, implementing OIG guidance, or measuring program effectiveness.
- ▌ Managing Corporate Budgeting · lev-osStructures annual budget processes with bottom-up development, consolidation, and variance tracking. Use when managing budgeting processes, consolidating budget submissions, or tracking budget variances.
- ▌ Managing Dental Pharmacology · lev-osGuides dental prescribing with local anesthetic selection, antibiotic prophylaxis, and pain management. Use when prescribing dental medications, selecting local anesthetics, or managing dental pain.
- ▌ Managing Ehr Implementations · lev-osStructures EHR implementation planning with workflow analysis, data migration, and go-live readiness. Use when planning EHR deployments, managing system migrations, or preparing for go-live events.
- ▌ Managing Endocarditis Workup · lev-osGuides endocarditis evaluation using modified Duke criteria with blood culture timing and imaging. Use when evaluating for endocarditis, applying Duke criteria, or coordinating endocarditis workup.
- ▌ Managing Equipment Financing · lev-osStructures equipment finance analysis with asset valuation, residual estimation, and lease vs. buy comparison. Use when analyzing equipment financing, estimating residuals, or comparing financing alternatives.
- ▌ Managing Estate And Gift Tax · lev-osStructures estate and gift tax planning with valuation, exemption utilization, and generation-skipping analysis. Use when planning estate tax, analyzing gift tax, or structuring generational transfers.
- ▌ Managing Investor Onboarding · lev-osStructures investor onboarding with subscription documentation, AML/KYC, and suitability verification. Use when onboarding investors, processing subscriptions, or managing investor documentation.
- ▌ Managing Long Range Planning · lev-osStructures long-range financial planning (3-5 year) with strategic initiative integration and investment phasing. Use when building long-range plans, modeling strategic scenarios, or projecting multi-year financials.
- ▌ Managing Newborn Assessments · lev-osStructures newborn examination with Apgar scoring, gestational age assessment, and initial screening. Use when examining newborns, documenting birth assessments, or performing initial newborn evaluations.
- ▌ Managing Pain Rehabilitation · lev-osStructures chronic pain rehabilitation with functional restoration and multidisciplinary coordination. Use when managing pain rehab, implementing functional restoration, or coordinating pain programs.
- ▌ Managing Proficiency Testing · lev-osTracks proficiency testing results with remediation for unacceptable performance. Use when managing PT programs, analyzing PT results, or documenting corrective actions for PT failures.
- ▌ Managing Prosthodontic Cases · lev-osStructures prosthodontic evaluation with crown, bridge, and denture planning documentation. Use when planning prosthetic restorations, documenting impression techniques, or managing prosthetic treatment.
- ▌ Managing Radiology Worklists · lev-osPrioritizes and triages radiology worklists based on clinical urgency and study type. Use when managing reading worklists, prioritizing urgent studies, or optimizing radiology workflow.
- ▌ Managing Fixed Income Attribution · lev-osStructures fixed income performance attribution across duration, credit, and sector allocation effects. Use when attributing fixed income returns, analyzing portfolio performance, or decomposing return drivers.
- ▌ Managing Foreign Exchange Hedging · lev-osStructures FX hedging programs with exposure identification, instrument selection, and hedge effectiveness testing. Use when managing FX risk, designing hedge programs, or testing hedge effectiveness.
- ▌ Managing Fraud Operations Banking · lev-osStructures banking fraud detection with transaction monitoring, investigation, and recovery documentation. Use when detecting banking fraud, investigating suspicious activity, or managing fraud cases.
- ▌ Managing Fund Formation Documents · lev-osReviews fund offering documents with LPA terms, side letter analysis, and compliance requirement extraction. Use when reviewing fund documents, analyzing LPA terms, or managing side letter provisions.
- ▌ Managing Fund Formation Processes · lev-osCoordinates fundraising execution with PPM preparation, DDQ completion, legal documentation, and closing mechanics. Use when managing fund launches, coordinating formation processes, or tracking fundraising milestones.
- ▌ Managing Hepatic Dose Adjustments · lev-osGuides medication adjustments for hepatic impairment using Child-Pugh classification. Use when adjusting for liver disease, evaluating hepatic metabolism, or managing medications in cirrhosis.
- ▌ Managing Hypertensive Emergencies · lev-osGuides urgent blood pressure management with target reduction rates and IV medication protocols. Use when managing hypertensive crises, selecting IV antihypertensives, or monitoring acute BP reduction.
- ▌ Managing Middle Office Operations · lev-osStructures middle office functions with trade matching, position reconciliation, and P&L verification. Use when managing middle office, reconciling positions, or verifying P&L calculations.
- ▌ Managing Next Generation Planning · lev-osStructures next-generation wealth education and involvement with financial literacy and responsibility programs. Use when preparing next generation, designing wealth education, or managing family learning programs.
- ▌ Managing Open Banking Integration · lev-osStructures open banking API integration with data sharing, consent management, and security requirements. Use when implementing open banking, managing API integrations, or evaluating data sharing frameworks.
- ▌ Managing Pediatric Rehabilitation · lev-osAdapts rehabilitation assessment and intervention for pediatric developmental needs with family-centered approaches. Use when providing pediatric rehab, addressing developmental delays, or managing childhood rehabilitation.
- ▌ Managing Pension Fund Obligations · lev-osStructures pension analysis with funded status, actuarial assumptions, and contribution planning. Use when analyzing pension obligations, reviewing actuarial reports, or planning pension contributions.
- ▌ Managing Portfolio Risk Budgeting · lev-osAllocates portfolio risk across asset classes and strategies with tracking error and VaR budgeting. Use when budgeting portfolio risk, managing tracking error, or allocating risk capital.
- ▌ Managing Psychotropic Medications · lev-osGuides psychotropic prescribing with evidence-based selection, monitoring, and titration schedules. Use when selecting psychotropics, managing medication trials, or documenting psychiatric pharmacotherapy.
- ▌ Managing Pulmonary Rehabilitation · lev-osStructures pulmonary rehab with exercise prescription, dyspnea management, and outcome measurement. Use when managing pulmonary rehab, prescribing breathing exercises, or tracking respiratory outcomes.
- ▌ Managing Regulation Best Interest · lev-osEvaluates compliance with Regulation Best Interest including disclosure, care, and conflict obligations. Use when implementing Reg BI, reviewing recommendation practices, or documenting BI compliance.
- ▌ Managing Structured Note Analysis · lev-osStructures structured note evaluation with payoff analysis, embedded option decomposition, and fair value assessment. Use when analyzing structured notes, decomposing embedded options, or evaluating note pricing.
- ▌ Managing Surgical Site Infections · lev-osClassifies SSIs using CDC criteria with treatment protocols and reporting requirements. Use when identifying surgical infections, classifying SSI depth, or implementing SSI treatment.
- ▌ Managing Surplus Lines Compliance · lev-osStructures surplus lines compliance with eligibility verification, tax filing, and reporting requirements. Use when managing surplus lines, verifying eligibility, or documenting E&S compliance.
- ▌ Managing Wire Transfer Operations · lev-osStructures wire transfer processing with verification, OFAC screening, and exception handling. Use when processing wires, managing wire operations, or handling wire exceptions.
- ▌ Managing Wound Assessment Nursing · lev-osStructures wound assessment with measurement, staging, and treatment plan documentation. Use when assessing wounds, staging pressure injuries, or documenting wound care.
- ▌ Cyber Law Compliance Summary · lev-osProduces structured cyber law compliance memoranda covering GDPR, CCPA, state privacy laws, and sector-specific regulations for US and EU operations. Includes Bluebook citations, jurisdiction comparison tables, penalty exposure, and regulatory trends. Use when advising on digital operations compliance, privacy program design, incident response readiness, or preparing compliance gap assessments.
- ▌ Cybersecurity Breach Summary · lev-osProduces structured cybersecurity breach summary documents for regulatory and compliance use. Use when drafting breach summaries, incident response reports, forensic report syntheses, board updates, or regulatory notification prep. Triggers: data breach, cybersecurity incident, breach summary, incident report, forensic analysis, notification timeline, GDPR, CCPA/CPRA, HIPAA, state breach law.
- ▌ Decision Record Verification · lev-osCross-references a judge's decision, court opinion, or final order against one or more hearing/trial/deposition transcripts to verify whether the record supports each finding. Produces strict dual-citation blocks with document names, page/line references, and verbatim quotes from both sources. Use when preparing appellate review, post-trial motions, record discrepancy audits, or transcript-based fact checks of judicial findings.
- ▌ Deposition Document Assembly · lev-osAssembles and organizes documents for deposition preparation, producing a document inventory, exhibit list, impeachment index, and gap analysis. Use before building a deposition outline for any deponent type (fact witness, party, corporate rep/30(b)(6), expert) in US federal or state litigation.
- ▌ Deposition Summary Narrative · lev-osTransforms deposition transcripts into topic-organized narrative memoranda with page-line citations, flagged admissions, contradictions, and credibility issues. Use when summarizing depositions, condensing transcripts for trial prep, or building case strategy during discovery or pre-trial phases.
- ▌ Deposition Summary Page Line · lev-osGenerates page-line deposition summaries from U.S. litigation transcripts with citation-anchored flagging for admissions, inconsistencies, objections, and exhibits. Trigger when summarizing depositions, preparing cross-examination outlines, identifying impeachment material, or building evidentiary records.
- ▌ Depository Account Agreement · lev-osDrafts a U.S. Depository Account Agreement governing the institution–depositor relationship for checking, savings, money market, and CD accounts. Enforces Regulation CC (funds availability), Regulation E (electronic fund transfers), Regulation DD (truth in savings), BSA/AML, PATRIOT Act, and OFAC. Embeds required disclosures, liability limits, error resolution, fee structures, and ownership provisions. Trigger keywords: "depository account agreement", "deposit account terms", "checking account agreement", "savings account agreement", "funds availability", "Reg CC", "Reg E", "Reg DD".
- ▌ Discovery Deficiency Tracker · lev-osBuilds and maintains a litigation-grade discovery deficiency and meet-and-confer tracker for compulsion motion practice. Use this skill when the user mentions deficient discovery responses, motion to compel preparation, meet-and-confer tracking, FRCP 37 sanctions, discovery dispute charts, joint discovery letters, informal discovery conferences, deficiency logging, or California Separate Statements. Also trigger when the user references boilerplate objections, privilege log deficiencies, incomplete productions, evasive answers, discovery conferral documentation, or asks for help organizing disputes for court. Even if the user just says "track these discovery problems" or "help me build a compel motion," use this skill.
- ▌ Discovery Document Summaries · lev-osSummarizes discovery documents (depositions, emails, contracts, interrogatories, medical/financial records) with Bates citations, impeachment flags, timeline extraction, and privilege alerts. Use when summarizing produced documents during discovery or pre-trial phases of U.S. commercial litigation.
- ▌ Discovery Separate Statement · lev-osDrafts a California-compliant discovery Separate Statement for motions to compel under Cal. Rules of Court rule 3.1345. Trigger when the user mentions a California motion to compel, Separate Statement, "sep stat," Rule 3.1345, CCP 2023.030 sanctions, interrogatory/RFP/RFA/deposition disputes, or verbatim request-response formatting for CA Superior Court discovery motions.
- ▌ Discovery Verification Audit · lev-osProduces an attorney-grade audit memorandum assessing whether written discovery responses are legally binding and timely. Use this skill when the user mentions verification audit, discovery verification, proof of service review, signature authority, perjury clause compliance, deadline computation, mailbox rule extensions, service defects, waiver risk, or motion-to-compel deadline analysis. Also trigger when the user references FRCP 33(b)(3) verification, CCP 2015.5, 28 U.S.C. 1746, attorney vs. party verification, or asks for help checking whether discovery responses are properly executed. Even if the user just says "check these responses for defects" or "is this verification valid," use this skill.
- ▌ Documenting Critical Results · lev-osStructures critical result communication with documentation requirements and closed-loop verification. Use when communicating critical findings, documenting urgent results, or verifying critical result acknowledgment.
- ▌ Documenting Informed Consent · lev-osStructures informed consent documentation with risks, benefits, alternatives, and patient understanding confirmation. Use when obtaining informed consent, documenting consent discussions, or verifying consent completeness.
- ▌ Documenting Surgical Consent · lev-osStructures surgical consent documentation with procedure-specific risks, alternatives, and patient understanding. Use when obtaining surgical consent, documenting risk discussions, or verifying consent elements.
- ▌ Employee Complaint Summaries · lev-osGenerates structured attorney-review memos from employee complaints, extracting parties, timeline, claims, evidence, defenses, and risk flags. Covers Title VII, ADA, ADEA, FMLA, FLSA, and state analogs. Use when summarizing initial complaints, EEOC charges, investigation reports, or personnel files to assess litigation risk and develop response strategy.
- ▌ Employee Retention Agreement · lev-osDrafts enforceable U.S. Employee Retention Agreements (ERAs) for M&A, restructurings, and leadership transitions. Covers cash/equity/hybrid incentives, 409A compliance, termination scenarios, change-in-control triggers, restrictive covenants, and 280G golden parachute analysis. Trigger when drafting retention bonus agreements, executive compensation packages, or key-employee continuity contracts for business transitions.
- ▌ Fintech Regulatory Summaries · lev-osGenerates structured regulatory summaries for fintech compliance covering crypto, payments, lending, mobile banking, and money transmission. Covers CFPB, SEC, CFTC, FinCEN, OCC, Federal Reserve, and state regulators with urgency triage and compliance deadlines. Use when compliance officers or legal teams need recent regulatory updates, agency guidance monitoring, or regulatory status reports.
- ▌ Fiscal Sponsorship Agreement · lev-osDrafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.