Loading...
Loading...
Found 5 Skills
Guides senior corporate transaction leadership—deal thesis, valuation and offer strategy, negotiation priorities, structure (cash/stock/earnout/RWI/locked box), IC and board recommendations, adviser and banker management, go/no-go and walk-away, and oversight of execution through close. Use when leading an M&A, divestiture, financing, or JV as deal principal, preparing investment committee or board materials, setting negotiation mandates, or adjudicating price/structure—not for closing matrices and diligence logistics (transaction-manager), contract drafting (corporate-counsel, commercial-counsel), general strategy consulting (business-consultant), or sales quote-to-cash (deal-operations-administrator). Human executives and counsel approve binding terms.
Guides corporate transaction execution—M&A, divestitures, financings, and JVs: deal timeline, diligence workstreams, data room and Q&A, conditions precedent, closing matrix, signing logistics, funds flow, and post-close handoff to integration. Use when running a live deal, maintaining a closing checklist, coordinating legal/tax/HR/IT workstreams, tracking CPs and signatures, or preparing signing/closing binders—not for sales quote-to-cash (deal-operations-administrator), drafting board resolutions (corporate-counsel), commercial contract redlines (commercial-counsel), deal thesis or IC strategy (transaction-principal), general consulting (business-consultant), or generic software programs (technical-program-manager). Output coordinates process; human counsel and executives approve binding steps.
Guides management consulting-style work—engagement framing, hypothesis-driven problem structuring, issue trees, business cases, operating model and capability design, strategic options analysis, workshop facilitation, and executive recommendations (not legal advice). Use when diagnosing a business problem, structuring a strategy or transformation initiative, building a business case for leadership, designing target operating models, preparing steerCo or board recommendations, or advising on build-vs-buy and portfolio priorities—not for detailed requirements/BRDs (business-analyst), multi-team delivery tracking (technical-program-manager), contract negotiation (commercial-counsel), revenue accounting (senior-revenue-accountant), applied AI architecture (applied-ai-architect-commercial-enterprise), or system ADRs (senior-system-architecture). Canvas/TAM: business-model-researcher. Comms: communication-lead. M&A closing: transaction-manager. M&A principal/IC: transaction-principal.
Guides corporate legal support—entity structure, board and stockholder governance, corporate resolutions and minutes, equity and cap table mechanics, corporate policies, intercompany arrangements, and corporate closing checklists for financings or M&A. Use when drafting board materials, reviewing governance documents, entity formation or subsidiary setup, stockholder consents, option plan mechanics, D&O considerations at checklist level, or corporate approval packages—not for B2B MSAs and vendor/customer redlines (commercial-counsel), SOC/ISO evidence (compliance-engineer), tax/accounting treatment (senior-revenue-accountant), or employee HRIS and lifecycle operations (people-operations-specialist). For live deal execution—diligence coordination, closing matrix, signing, funds flow—use transaction-manager. For deal thesis, valuation, and negotiation mandate, use transaction-principal. Output is drafting assistance; human counsel must approve binding actions.
Guides commercial contract review and negotiation support for B2B agreements—MSAs, SaaS/order forms, vendor and customer contracts, DPAs, SLAs, limitation of liability, indemnity, IP, payment terms, and redline/issue logs with business impact notes. Use when reviewing or negotiating commercial terms, comparing vendor or customer paper, drafting negotiation positions, or triaging contract risk before sign-off—not for SOC/ISO GRC programs or vendor questionnaire ops (compliance-specialist), technical audit evidence (compliance-engineer), revenue recognition under ASC 606 (senior-revenue-accountant), or product requirements (business-analyst), strategy (business-consultant). Corporate/board: corporate-counsel. AI architecture for contract review: applied-ai-architect-commercial-enterprise. M&A economics mandate: transaction-principal. Drafting assistance only; human counsel must approve.