zgbrenner
- 214 skills
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- 1 day ago last updated
- ▌ Comfort And Backup Request Tracker · zgbrennerUse when assembling the comfort-letter backup universe for a securities offering to produce a draft tracker keying each offering-document assertion to its source, support, and proposed comfort treatment for attorney and accountant review, without concluding comfort coverage.
- ▌ Bankruptcy Diligence Request List · zgbrennerUse when generating a bankruptcy or distressed-transaction diligence request list organized by workstream for attorney-supervised diligence.
- ▌ Preference Demand Response Triage · zgbrennerUse when organizing the facts for responding to a preference demand into a source-cited transfer timeline and defense-facts checklist for attorney review.
- ▌ Information Sharing Clean Team Review · zgbrennerUse when actual or potential competitors propose to exchange competitively sensitive data — M&A diligence requests, JV data flows, benchmarking submissions, a negotiation asking for cost or capacity data — to produce a draft information-item matrix with per-item sensitivity flags, clean-team design notes, and spillover/carryover flags for attorney review, without authorizing any exchange or concluding lawfulness.
- ▌ Bankruptcy Deadline Tracker Intake · zgbrennerUse when intaking user-provided bankruptcy dates and notices into a draft deadline tracker for attorney verification, without calculating any deadline.
- ▌ Investor Rights Agreement Review · zgbrennerUse when reviewing an investor rights agreement, side letter, or governance instrument to produce a draft term-by-term risk matrix from the client's role, with side-letter conflict flags, for attorney review, without concluding enforceability or approving the agreement.
- ▌ Capital Markets Closing Checklist · zgbrennerUse when organizing the closing universe for a public or private capital-markets transaction into a draft closing-workstream tracker covering approvals, agreement bring-down, opinions, certificates, comfort, lock-ups, and post-closing filings for attorney review, without approving closing or any closing condition.
- ▌ Securities Exemption Issue Spotter · zgbrennerUse when surfacing candidate exemption pathways (Reg D 506(b)/(c), Reg S, Reg A+, Reg CF, Rule 147/147A, Section 4(a)(2)) for a contemplated private offering into a draft decision-tree issue map for attorney review, without concluding which exemption is available.
- ▌ Offering Document Disclosure Review · zgbrennerUse when reviewing an offering document (S-1, S-3, S-4, prospectus supplement, PPM, OM) for disclosure completeness to produce a draft section-by-section disclosure-gap matrix with consistency flags for attorney review, without concluding adequacy of disclosure or approving the filing.
- ▌ Plan Disclosure Statement Issue Spotter · zgbrennerUse when issue-spotting a Chapter 11 plan and disclosure statement into a source-cited treatment table and issue list for attorney review, without concluding confirmability.
- ▌ Section 16 And Beneficial Ownership Triage · zgbrennerUse when triaging Section 16 and beneficial-ownership facts (Forms 3/4/5, Schedule 13D vs. 13G, group-formation indicators, derivatives) into a draft reporting-person fact map and threshold-trigger flags for attorney review, without concluding insider status, beneficial ownership, or any reporting obligation.
- ▌ Public Company Reporting Calendar Intake · zgbrennerUse when intaking a public company's reporting cadence (filer status, fiscal year, recurring forms, governance, earnings, 8-K triggers, Section 16, 10b5-1) into a draft calendar-fact map for attorney review, without computing any filing deadline or asserting compliance.
- ▌ Cash Collateral Dip Financing Issue Spotter · zgbrennerUse when issue-spotting a cash collateral or DIP financing document into a source-cited key terms table and issue list for attorney review, without approving terms or determining lien priority.
- ▌ Executory Contract Assumption Rejection Checklist · zgbrennerUse when organizing executory contract and unexpired lease facts into a source-cited contract status table and assumption/rejection issue list for attorney review.