lev-os
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- ▌ Radical Candor · lev-osKim Scott's feedback framework combining caring personally and challenging directly to give kind, clear, and effective feedback
- ▌ Refactoring UI · lev-osPractical design tactics for developers who want to create professional UIs without formal design training
- ▌ Retrospectives · lev-osWhen your sprint/project ends - structured reflection framework that turns team experience into actionable improvements
- ▌ Sagan Standard · lev-osCalibrate evidence requirements proportional to claim implausibility when evaluating extraordinary assertions
- ▌ Stress Testing · lev-osPush systems beyond normal operating conditions to find breaking points, capacity limits, and failure modes before they occur in production
- ▌ Tight Coupling · lev-osRecognize when components are excessively interdependent, making changes difficult and error-prone - understand when tight coupling is acceptable versus when it signals architectural debt
- ▌ Documenting Emergency Encounters · lev-osStructures ED visit documentation with chief complaint, MDM, and disposition rationale. Use when charting emergency visits, documenting medical decision-making, or creating ED notes.
- ▌ Documenting Resuscitation Events · lev-osCreates structured code documentation with timestamps, interventions, and ROSC criteria. Use when documenting cardiac arrests, recording resuscitation timelines, or completing code sheets.
- ▌ Documenting Ultrasound Obstetric · lev-osStructures obstetric ultrasound reporting with biometry, anatomy survey, and growth assessment. Use when reporting OB ultrasounds, documenting fetal anatomy, or tracking fetal growth.
- ▌ Drafting Offering Memoranda Debt · lev-osCreates debt offering memoranda with credit overview, financial analysis, industry section, and risk factors for investor marketing. Use when preparing debt OMs, writing credit marketing materials, or structuring lender presentations.
- ▌ Drafting Transaction Term Sheets · lev-osStructures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.
- ▌ Employment Arbitration Agreement · lev-osDrafts enforceable mutual employment arbitration agreements under the FAA and state law. Covers claim scope, class/collective waivers, procedural fairness, cost allocation, PAGA carve-outs, and Armendariz compliance. Use when drafting new arbitration agreements, updating existing arbitration clauses, or adding ADR provisions to offer letters and employment contracts.
- ▌ Evaluating Abdominal Emergencies · lev-osStructures abdominal pain workups with differential by quadrant and surgical consultation criteria. Use when assessing acute abdomen, determining imaging needs, or identifying surgical emergencies.
- ▌ Evaluating Concession Agreements · lev-osAnalyzes concession terms with revenue sharing, performance requirements, hand-back conditions, and termination provisions. Use when evaluating concessions, analyzing PPP contracts, or assessing concession economics.
- ▌ Evaluating Founder Team Dynamics · lev-osAssesses founding team composition, complementarity, equity split rationale, and execution capability. Use when evaluating founding teams, assessing management risk, or conducting reference checks.
- ▌ Evaluating Sum Of Parts Activism · lev-osAssesses conglomerate break-up activism with segment valuation, separation feasibility, and tax-free qualification analysis. Use when evaluating SOTP activism, analyzing break-up proposals, or modeling separation value.
- ▌ First Right Of Refusal Agreement · lev-osDrafts a U.S. franchise first right of refusal (ROFR) agreement as an addendum or schedule to an existing Franchise Agreement. Trigger when a franchisor needs transfer-control protection covering third-party sale, change-of-control, or ownership-interest transfers. Covers notice flow, bona-fide-offer matching, exercise windows, anti-circumvention rules, carve-outs, valuation fallback, closing mechanics, and enforcement remedies.
- ▌ Foreign Corporation Registration · lev-osDrafts a foreign corporation registration (Certificate of Authority) package to qualify a U.S. corporation for business in a new state. Extracts corporate identity, capital structure, officers, and registered agent details from uploaded records, then produces a jurisdiction-specific application with cover letter, document checklist, and filing instructions. Use when a corporation expands across state lines, opens offices or employs workers in a new state, or needs foreign qualification. Triggers: foreign qualification, certificate of authority, doing business, multi-state expansion.
- ▌ Generating Client Reports Wealth · lev-osCreates wealth management client reports with performance, net worth, and planning progress documentation. Use when preparing client reviews, creating wealth reports, or documenting planning progress.
- ▌ Independent Contractor Agreement · lev-osDrafts a U.S. independent contractor agreement with misclassification guardrails, IP assignment, confidentiality, and 1099-NEC tax terms. Use when engaging freelancers, consultants, or service providers, or converting an employee to a contractor relationship.
- ▌ Insurance Certificate Compliance · lev-osProduces requirement-by-requirement CRE insurance certificate compliance reviews by analyzing ACORD 25 certificates and endorsements against Access Agreement terms. Use when the user mentions COI review, insurance compliance, ACORD 25 analysis, Additional Insured verification, primary/non-contributory status, waiver of subrogation, vendor insurance audit, CGL compliance, umbrella follow-form, broker-ready deficiency instructions, certificate holder vs. additional insured, AI endorsements (CG 20 10, CG 20 37), or carrier rating checks.
- ▌ Interpreting Coagulation Studies · lev-osStructures coagulation test interpretation with mixing studies and inhibitor identification. Use when interpreting coag panels, evaluating bleeding disorders, or analyzing mixing study results.
- ▌ Interpreting Molecular Pathology · lev-osStructures molecular test interpretation including NGS panels, FISH, and PCR-based assays. Use when interpreting molecular results, reporting genetic variants, or documenting molecular findings.
- ▌ Interrogatory Response Summaries · lev-osGenerates structured summaries of interrogatory responses in commercial litigation, extracting key facts, objections, evasions, patterns, and inconsistencies per interrogatory. Use when analyzing opposing party interrogatory answers, spotting discovery gaps, or preparing for depositions.
- ▌ Managing Anticoagulation Therapy · lev-osGuides anticoagulation selection, dosing, monitoring, and bridging protocols. Use when managing warfarin, DOACs, or heparin therapy, or planning periprocedural anticoagulation.
- ▌ Managing Bridge Loan Commitments · lev-osStructures bridge financing with commitment terms, flex provisions, and permanent takeout analysis for acquisition financing. Use when arranging bridge facilities, analyzing flex economics, or managing bridge-to-bond transitions.
- ▌ Managing Capital Allocation Fpna · lev-osStructures capital allocation analysis with project prioritization, ROI evaluation, and portfolio optimization. Use when prioritizing investments, evaluating capital projects, or managing capital budgets.
- ▌ Closing Resolutions · lev-osDrafts unanimous written consent resolutions authorizing a buyer or seller entity to execute an asset purchase agreement and all ancillary closing documents. Covers corporate (board) and LLC (member/manager) governance formats, recitals, operative resolutions, officer authorization, ratification, and counterpart execution provisions. Use when preparing closing deliverables, board resolutions, member consents, or corporate authorization documents for US asset purchase transactions.
- ▌ Confidentiality Nda · lev-osDrafts enforceable confidentiality and non-disclosure agreements for corporate transactions, M&A, partnerships, and due diligence. Covers mutual and unilateral structures, defined-term confidential information, permitted disclosures, non-solicitation, standstill, return/destruction obligations, and equitable remedies. Use when drafting an NDA, confidentiality agreement, or mutual confidentiality agreement for business transactions.
- ▌ Consent To Sublease · lev-osDrafts a Landlord's Consent to Sublease for commercial leasing transactions, producing recitals identifying the master lease and sublease, operative consent provisions, and protective conditions safeguarding landlord interests. Use when a tenant requests landlord approval to sublet premises, sublease consent, commercial subletting, or assignment of leasehold.
- ▌ Contingency Removal · lev-osDrafts residential real estate contingency removal forms that waive buyer contingencies from a purchase agreement. Handles inspection, financing, appraisal, and HOA contingencies with jurisdiction-specific compliance and earnest money forfeiture acknowledgments. Use when drafting contingency removal notices, waiver of contingencies, or notice of removal of contingencies in residential transactions.
- ▌ Deposition Analysis · lev-osProduces litigation-grade U.S. deposition summaries with exact page-line citations, topical organization, and strategic analysis of admissions, inconsistencies, objections, and exhibits. Use when asked for deposition summaries, page-line or P&L citations, depo analysis, impeachment review, cross-exam prep, or motion-support summaries.
- ▌ Escrow Instructions · lev-osDrafts binding escrow instructions for residential real estate closings. Extracts key terms from purchase agreements, identifies gaps or conflicts, and incorporates jurisdiction-specific requirements. Use when preparing escrow agent directives, closing instructions, escrow arrangements, or residential transaction closing documents.
- ▌ Executive Summaries · lev-osGenerates decision-ready executive summaries from complex legal documents for senior lawyers, executives, and clients. Use when condensing contracts, opinions, litigation findings, regulatory reports, or governance materials into stakeholder-ready work product.
- ▌ Field Of Use Clause · lev-osDrafts field-of-use restriction clauses for U.S. IP licensing agreements, limiting licensee exploitation to a defined permitted field by industry, application, geography, or customer type. Use when drafting or negotiating permitted use clauses, field-of-use limitations, or technology licensing scope provisions.
- ▌ Financial Affidavit · lev-osDrafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statements covering income, expenses, assets, and liabilities with verification language. Use when preparing financial disclosures, sworn financial statements, domestic relations financial affidavits, or mandatory discovery responses in divorce, child support, spousal maintenance, or property division matters.
- ▌ Franchise Agreement · lev-osDrafts FTC-compliant U.S. Franchise Agreements covering rights grants, territory, fees, operational standards, IP protection, transfer restrictions, default/termination, and post-term obligations. Flags state relationship and registration law issues. Use when drafting initial or renewal franchise agreements, negotiating franchise terms, or expanding a franchise system.
- ▌ Glba Privacy Notice · lev-osDrafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy notices, annual consumer disclosures, or NPI sharing notices for banks, credit unions, securities firms, insurers, or other covered entities under 15 U.S.C. §§ 6801–6809.
- ▌ Grant Warranty Deed · lev-osDrafts execution-ready Grant Deeds and Warranty Deeds for residential real property transfers, enforcing state-specific granting language, legal descriptions, covenant selection, and recording compliance. Use when preparing grant deeds, warranty deeds, property conveyances, title transfers, or real estate closing documents. Trigger keywords: grant deed, warranty deed, property conveyance, title transfer, deed of conveyance, real property transfer, recording deed.
- ▌ Intrastate Offering · lev-osProduces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualification. Covers safe harbor selection, doing-business tests, residency verification, advertising controls, resale restrictions, integration analysis, and blue sky registration. Trigger when the user mentions intrastate offering, Rule 147, Rule 147A, registration by qualification, single-state offering, Section 3(a)(11), state-only fundraising, in-state investor requirements, resale restriction legends, or says "we're only raising in one state."
- ▌ Managing Iv Therapy · lev-osGuides IV access assessment, site management, and complication monitoring with documentation. Use when managing IV therapy, assessing IV sites, or documenting infusion monitoring.
- ▌ Managing Model Risk · lev-osStructures model validation with independent testing, limitation documentation, and ongoing monitoring. Use when validating risk models, documenting model limitations, or managing model governance.
- ▌ Managing Wound Care · lev-osGuides wound assessment, classification, and treatment selection with documentation requirements. Use when managing surgical wounds, classifying wound types, or selecting wound care protocols.
- ▌ Mediation Statement · lev-osDrafts persuasive mediation statements for litigation, structuring narrative across liability, damages, medical evidence, experts, and settlement positioning for plaintiff or defense. Use when preparing mediation briefs, settlement statements, ADR submissions, or pre-mediation filings.
- ▌ Nda Government Data · lev-osDrafts Non-Disclosure Agreements for protecting sensitive government data across classified, CUI, SBU, and PII categories with federal regulatory compliance (FOIA, FISMA, NIST, Privacy Act, Trade Secrets Act). Covers security clearance requirements, mandatory disclosure protocols, NISPOM-compliant destruction, and government-specific remedies. Use when drafting NDAs for government contractors, federal data sharing agreements, or confidentiality agreements involving government entities.
- ▌ Negotiation Support · lev-osGenerates a strategic negotiation support document with leverage analysis, BATNA assessment, risk matrix, and issue-by-issue tactical planning. Use when preparing for settlement conferences, mediations, contract negotiations, deal structuring, or dispute resolution strategy sessions.
- ▌ Notice Of Prior Art · lev-osDrafts a Notice of Prior Art disclosing references material to patentability under 35 U.S.C. §§ 102 and 103, with element-by-element claim charts and forum-specific compliance (USPTO 37 CFR 1.56, district court local patent rules, PTAB 35 U.S.C. § 311). Use when preparing invalidity contentions, duty-of-disclosure filings, inter partes review petitions, or pre-litigation prior art disclosures.
- ▌ Oci Mitigation Plan · lev-osDrafts FAR 9.5-compliant Organizational Conflict of Interest mitigation plans for federal government contractors. Analyzes unequal access, impaired objectivity, and biased ground rules conflicts, then produces firewalls, recusals, compliance architecture, and certifications. Use when responding to solicitations with OCI concerns, preparing proposals requiring OCI disclosure, or drafting conflict mitigation documents.
- ▌ Regulatory Summary · lev-osGenerates structured, citation-grounded summaries of regulatory documents (agency rules, guidance, enforcement actions, compliance frameworks). Extracts provisions, requirements, deadlines, penalties, safe harbors, and compliance actions with pinpoint citations. Use when summarizing regulations, rulemaking notices, enforcement orders, or administrative decisions.
- ▌ Reporting Ct Scans · lev-osStructures CT scan interpretation by body region with standardized measurement and comparison techniques. Use when interpreting CT studies, creating CT reports, or documenting cross-sectional findings.
- ▌ Sec Opinion Letter · lev-osDrafts Opinion of Counsel letters for SEC registration statements, covering due incorporation, valid issuance, fully-paid and non-assessable opinions, and Reg S-K Item 601(b)(5) consent language. Use when drafting Exhibit 5.1 opinions for S-1/S-3 filings, shelf offerings, or securities issuance transactions.
- ▌ Security Agreement · lev-osDrafts UCC Article 9 security agreements granting first-priority liens on specified collateral. Covers party identification, collateral descriptions, representations/warranties, default/remedies, and perfection requirements. Use when drafting security agreements, granting liens, creating collateral pledges, or documenting secured financing transactions.
- ▌ Settlement Summary · lev-osGenerates structured summaries of settlement negotiations and agreements in commercial litigation. Use when summarizing settlement history, documenting negotiation timelines, analyzing settlement terms, preparing implementation checklists, or reviewing release and confidentiality provisions.
- ▌ Stay Relief Motion · lev-osDrafts 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, and (d)(3) single asset real estate grounds. Use when a creditor needs to lift the automatic stay to foreclose, repossess collateral, or continue state court litigation against a debtor in bankruptcy.
- ▌ Stock Option Grant · lev-osDrafts Stock Option Grant Agreements for ISOs or NQSOs under a company's equity incentive plan. Covers vesting, exercise mechanics, termination, tax (IRC §422/§409A), securities compliance, and change-in-control provisions. Use when drafting option grants, equity compensation agreements, or stock option award letters.
- ▌ Sublease Agreement · lev-osDrafts commercial sublease agreements subordinate to a master lease, with tripartite protections for sublessor, sublessee, and landlord. Reviews master lease for consent requirements, use restrictions, and subletting conditions before generating. Use when drafting sublease agreements, commercial subleases, subletting contracts, or subtenancy agreements.
- ▌ Tax Return Summary · lev-osProduces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litigation. Extracts income sources, deductions, credits, and flags anomalies. Use when summarizing tax returns, analyzing financial discovery, assessing earning capacity, reviewing 1040s, or preparing financial profiles for litigation.
- ▌ Trial Prep Summary · lev-osGenerates a structured courtroom-ready trial preparation summary synthesizing procedural history, facts, legal issues, evidence, witnesses, and strategy into a quick-reference document. Trigger when preparing trial binders, pre-trial review documents, courtroom reference materials, or trial strategy memos in commercial litigation.
- ▌ Onboarding Cro · lev-os bundleWhen the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," or "new user experience." For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
- ▌ Skill Decompile · lev-os bundleDecompile any SKILL.md into deterministic YAML for structural security analysis. Extracts permissions, surfaces, risk signals, and produces a scored verdict.
- ▌ 5 Whys · lev-osAsk "why?" five times to drill past symptoms and surface-level causes to reveal the true root cause of a problem
- ▌ Wu Wei · lev-os bundleTaoist principle of effortless action through alignment with natural flow—achieve more by forcing less, yielding strategically rather than resisting
- ▌ Bd To Br Migration · lev-os bundleMigrate docs from bd (beads) to br (beads_rust). Use when updating AGENTS.md, converting bd commands, "bd sync" → "br sync --flush-only", or beads migration.
- ▌ Vibing With Ntm · lev-os bundleRun NTM swarms with Agent Mail, Beads, and BV. Use when sending marching orders, tending parallel coding sessions, coordinating work claims and reservations, or running review loops for an NTM swarm.
- ▌ IOS Simulator Skill · lev-os bundle21 production-ready scripts for iOS app testing, building, and automation. Provides semantic UI navigation, build automation, accessibility testing, and simulator lifecycle management. Optimized for AI agents with minimal token output.
- ▌ Managing Pandemic Response · lev-osStructures pandemic response planning with surge capacity, resource allocation, and communication protocols. Use when planning pandemic response, managing surge operations, or coordinating emergency health responses.
- ▌ Managing Patient Education · lev-osStructures patient/family education with teach-back verification and health literacy assessment. Use when providing patient education, documenting teaching, or assessing learning comprehension.
- ▌ Managing Quality Reporting · lev-osStructures CMS quality reporting (MIPS, HEDIS, CQMs) with measure specification and data validation. Use when reporting quality measures, managing MIPS submissions, or validating quality data.
- ▌ Managing Reputational Risk · lev-osStructures reputational risk identification with scenario planning and mitigation strategy documentation. Use when assessing reputational risk, planning crisis scenarios, or documenting reputation management.
- ▌ Managing Segment Reporting · lev-osStructures segment reporting with operating segment identification, measurement, and disclosure requirements. Use when preparing segment disclosures, identifying operating segments, or allocating intersegment items.
- ▌ Managing Thyroid Disorders · lev-osGuides thyroid evaluation with TSH interpretation, medication titration, and nodule workup protocols. Use when managing hypothyroidism, evaluating thyroid nodules, or adjusting levothyroxine.
- ▌ Medical Director Agreement · lev-osDrafts a Medical Director Agreement between a healthcare organization and a physician, structured for Anti-Kickback Statute and Stark Law safe harbor compliance. Covers appointment, duties, FMV compensation, independent contractor status, restrictive covenants, HIPAA obligations, and regulatory safeguards for hospitals, ASCs, SNFs, and other facilities. Use when drafting medical director contracts, physician administrative services agreements, or healthcare leadership engagement letters.
- ▌ Modeling Revenue Forecasts · lev-osBuilds bottom-up revenue models from segment-level drivers with assumption documentation. Use when forecasting revenue, modeling growth drivers, or building segment-level projections.
- ▌ Ops Manual Acknowledgement · lev-osDrafts an enforceable Operations Manual Acknowledgement form recording an employee's or franchisee's receipt, understanding, and agreement to comply with company policies. Produces a litigation-ready record with affirmative statements, at-will disclaimers, policy cross-references, and signature blocks. Use when onboarding employees, onboarding franchisees, creating policy acknowledgement forms, or documenting manual receipt (trigger keywords: operations manual, policy acknowledgement, employee handbook receipt, onboarding form, manual compliance).
- ▌ Pricing Credit Derivatives · lev-osStructures credit derivative pricing with hazard rate calibration and default probability estimation. Use when pricing CDS, calculating credit spreads, or modeling default risk.
- ▌ Project Management Summary · lev-osProduces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
- ▌ Purchase Agreement Summary · lev-osProduces structured operational summaries from fully executed residential purchase agreements for title closers and processors. Extracts parties, property identifiers, price/EMD, financing, contingencies, title/survey, HOA, closing costs, prorations, possession, and critical deadlines into scannable tables with source pointers. Flags missing data, document conflicts, unusual clauses, and tight deadlines. Use when summarizing a purchase agreement, opening a title file, preparing escrow instructions, or reviewing contract terms for closing.
- ▌ Quality Control Provisions · lev-osDrafts Quality Control Provisions as an exhibit to a Trademark License Agreement, covering quality standards, inspection rights, sample approval, non-compliance remedies, and recall obligations. Use when drafting trademark license QC exhibits, brand standards compliance annexes, or IP licensing quality schedules. Protects licensor rights and prevents abandonment under the Lanham Act.
- ▌ Revolving Credit Agreement · lev-osDrafts a market-standard U.S. revolving credit agreement for bilateral or syndicated facilities. Covers facility structure, SOFR/base rate interest, borrowing base, LC sublimits, collateral, guarantees, covenants, conditions precedent, events of default, and remedies. Use when drafting or negotiating revolving credit facilities, asset-based lending agreements, or syndicated loan documents.
- ▌ Structuring Bond Offerings · lev-osDesigns bond offering structures with tenor, coupon, call provisions, covenant packages, and pricing methodology. Use when structuring bond deals, selecting debt parameters, or comparing issuance alternatives.
- ▌ Structuring Debt Financing · lev-osDesigns acquisition financing structures with leverage analysis, covenant negotiation, and capital structure optimization. Use when structuring deal financing, analyzing debt capacity, or negotiating loan terms.
- ▌ Summarizing Earnings Calls · lev-os bundleTransforms earnings call transcripts into structured summaries with financial guidance, KPI changes, management sentiment, and analyst Q&A highlights. Use when processing quarterly earnings calls, preparing investment research, or tracking company performance narratives.
- ▌ Triple Net Lease Agreement · lev-osDrafts U.S. commercial triple-net (NNN) lease agreements from deal materials. Triggers on term sheets, LOIs, or due-diligence packets where rent, taxes, insurance, and maintenance allocate to the tenant. Produces an execution-ready lease covering expense pass-throughs, use controls, default/remedy architecture, transfer gates, indemnity/insurance, SNDA, and exhibits.
- ▌ Vendor Security Assessment · lev-osDrafts a Vendor Security Assessment Questionnaire evaluating third-party cybersecurity posture, data handling, and regulatory compliance. Vendor responses become binding contractual representations with executive certification. Use during vendor due diligence, third-party risk management, procurement security review, or subprocessor evaluation.
- ▌ Writing Engagement Letters · lev-osStructures investment banking engagement terms with scope, fees, indemnification, and tail provisions. Use when drafting engagement letters, negotiating fee structures, or documenting advisory mandates.
- ▌ Competitive Battlecard · lev-os bundleCreate sales-ready competitive battlecards comparing your product against a specific competitor. Includes positioning, feature comparison, objection handling, and win/loss patterns. Use when preparing sales teams, creating competitive materials, or responding to 'why not competitor X?' Triggers: battlecard, competitive battlecard, sales enablement, vs competitor, why us not them, competitive comparison.
- ▌ Analyzing Multi Asset Strategies · lev-osEvaluates multi-asset investment strategies with regime analysis and dynamic allocation models. Use when analyzing multi-asset funds, evaluating tactical allocation, or assessing regime-based strategies.
- ▌ Analyzing Pharmacovigilance Data · lev-osStructures post-marketing safety surveillance with signal detection and PSUR reporting. Use when analyzing safety signals, preparing PSURs, or managing pharmacovigilance data.
- ▌ Analyzing Proxy Contest Dynamics · lev-osEvaluates proxy fight mechanics with shareholder base analysis, ISS/Glass Lewis recommendations, and vote probability modeling. Use when analyzing proxy contests, assessing vote outcomes, or evaluating director nomination campaigns.
- ▌ Analyzing Secondary Transactions · lev-osEvaluates secondary market transactions with NAV assessment, discount/premium analysis, and portfolio evaluation. Use when analyzing secondary deals, pricing LP interests, or evaluating GP-led secondaries.
- ▌ Analyzing Startup Unit Economics · lev-osDeconstructs unit economics with CAC, LTV, payback period, gross margin, and contribution margin analysis. Use when analyzing unit economics, validating SaaS metrics, or assessing business model efficiency.
- ▌ Analyzing Tender Offer Economics · lev-osEvaluates tender offer structures with premium analysis, proration risk, and conditional tender strategies. Use when analyzing tender offers, calculating tender economics, or evaluating proration scenarios.
- ▌ Analyzing Tranche Relative Value · lev-osEvaluates structured product tranche pricing with spread analysis, yield attribution, and comparable structure benchmarking. Use when assessing tranche value, comparing structured product pricing, or analyzing spread components.
- ▌ Assessing Community Health Needs · lev-osConducts community health needs assessment with data collection, analysis, and priority identification. Use when assessing community health, prioritizing health needs, or planning health interventions.
- ▌ Broker Dealer Customer Agreement · lev-os bundleDrafts 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.
- ▌ Building Equity Valuation Models · lev-osConstructs DCF, comparable company, and precedent transaction valuation models with sensitivity analysis. Use when valuing public companies, building financial models, or estimating fair value ranges.
- ▌ Building Leveraged Buyout Models · lev-osConstructs 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.
- ▌ Building Monte Carlo Simulations · lev-osConstructs Monte Carlo simulation frameworks with variance reduction and convergence analysis. Use when building MC simulations, implementing variance reduction, or assessing simulation accuracy.
- ▌ Conducting Benchmarking Analysis · lev-osStructures financial and operational benchmarking against industry peers with gap identification. Use when benchmarking performance, comparing to industry metrics, or identifying improvement opportunities.
- ▌ Conducting Cognitive Assessments · lev-osAdministers and interprets cognitive screening tools (MoCA, MMSE, SLUMS) with dementia evaluation. Use when screening for cognitive impairment, administering MoCA/MMSE, or evaluating dementia.