Apache-2.0🇺🇸United StatesReal estate
Generates structured chronological summaries of U.S. foreclosure proceedings from case documents. Extracts parties, property, loan info, procedural timeline, judicial decisions, deadlines, and current status. Flags bankruptcy stays, loss mitigation holds, standing challenges, RESPA/TILA issues, and procedural irregularities. Distinguishes judicial vs. non-judicial procedures. Use when summarizing foreclosure case posture for lender representation, borrower defense, or real estate transactions affected by pending foreclosure.
Apache-2.0🇺🇸United StatesCorporate
Drafts 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.
MIT🇺🇸United StatesTax
Use this skill when a US business needs to issue Form 1099-NEC to a nonemployee (contractor, freelancer, gig worker, vendor) for services, OR when a recipient receives a Form 1099-NEC and needs to report it on Schedule C / Schedule 1. Triggers on phrases like "Form 1099-NEC", "issue 1099 to contractor", "report contractor payments", "received 1099-NEC", "1099-NEC threshold", "$2,000 1099 threshold", "1099 for freelancer", "nonemployee compensation reporting", "backup withholding on 1099-NEC". Do NOT use for: W-2 employees (use payroll-tax skills, not this — different form, different rules); rent payments to a landlord (use `form-1099-misc` Box 1); royalty payments (use `form-1099-misc` Box 2); gross proceeds paid to an attorney, such as settlement funds (use `form-1099-misc` Box 10; attorneys' fees for legal services DO go on 1099-NEC); third-party-network platform payments (use `form-1099-k` — Stripe, PayPal, Venmo, etc. issue 1099-K, not 1099-NEC); interest / dividends (use 1099-INT / 1099-DIV); cancellation-of-debt income (use `form-1099-c`).
Apache-2.0🇺🇸United StatesCapital markets
Drafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certifications. Use when preparing quarterly SEC filings, EDGAR-ready 10-Qs, or interim disclosure packages. Trigger keywords: Form 10-Q, quarterly report, MD&A, Regulation S-K, Regulation S-X, SOX 302, SOX 906, XBRL, EDGAR, interim financial statements.
Apache-2.0🇺🇸United StatesCapital markets
Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD".
Apache-2.0🇺🇸United StatesInvestment funds
Fetches Form ADV Part 1A filing data and generates an interactive HTML filing guide + Excel filing reference. Covers Items 5.D/F/H, Schedule D §7.B.(1) per-fund detail, beneficial owner breakdown, asset class composition, and capital activity. Use when asked about Form ADV, regulatory AUM, Schedule D, Form PF Section 1, SEC filing data, or private fund disclosures. Do NOT use for general fund metrics, NAV lookups, or LP contribution history — use carta-explore-data instead.
Apache-2.0🇺🇸United StatesInvestment funds
Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".
Apache-2.0🇺🇸United StatesCommercial
Summarizes US franchise agreements into a structured overview of parties, term, territory, fees, operations, IP, transfer, termination, covenants, dispute resolution, and risks. Triggers when the user asks to summarize a franchise agreement, franchise contract, or franchisor-franchisee terms, or to extract deal terms for review, diligence, or negotiation.
Apache-2.0🇺🇸United StatesCommercial
Drafts U.S. Franchise Disclosure Documents compliant with the FTC Franchise Rule (16 C.F.R. Part 436) and state franchise laws. Produces Items 1–23, required tables, exhibits, receipt pages, and state addenda. Trigger when preparing or updating an FDD, franchise registration package, or state addenda. Keywords: FDD, Franchise Disclosure Document, franchise rule, franchise registration, Item 17, Item 19, Item 20.
Apache-2.0🇺🇸United StatesCommercial
Drafts a U.S. franchise lease rider/recognition agreement establishing franchisor as third-party beneficiary with notice/cure, assignment, brand, IP, alteration, and exclusivity protections. Triggers on "lease rider", "recognition agreement", "franchise lease", "third-party beneficiary", "notice and cure", "assignment option", or franchise location lease addenda.
Apache-2.0🇺🇸United StatesCommercial
Drafts a tripartite U.S. Franchise Transfer Agreement allocating rights, liabilities, and closing mechanics among franchisor, transferor, and transferee. Covers asset/liability allocation, purchase price structure, franchisor approval conditions, FDD compliance, restrictive covenants, and indemnification. Use when drafting franchise transfer agreements, franchise assignment agreements, franchise sale documents, or franchise consent-to- transfer packages during negotiation or closing phases.
Apache-2.0🇺🇸United StatesLitigation
Drafts a U.S. fraudulent conveyance complaint to avoid and recover debtor asset transfers under UFTA, UVTA, or state equivalents. Covers actual fraud (UVTA § 4(a)(1)), constructive fraud theories, badges of fraud, provisional remedies, and full prayer for relief. Use when a creditor needs to challenge a transfer made to hinder, delay, or defraud creditors, including bankruptcy adversary proceedings. Triggers: fraudulent conveyance, fraudulent transfer, voidable transaction, badges of fraud, asset concealment, debtor insolvency, UFTA, UVTA, avoidance action.
Apache-2.0🇺🇸United StatesInvestment funds
Drafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents for private equity, venture capital, hedge, real estate, or other private funds. Covers accredited investor reps, transfer restrictions, risk acknowledgments, KYC/AML conditions, and acceptance mechanics. Trigger: subscription agreement, investor questionnaire, PPM, LPA, accredited investor, Reg D, capital commitment.