- Support venture financings including priced rounds, SAFEs, and convertible notes from term sheet through closing.
- Incorporate and organize new entities, preparing formation documents, bylaws, and initial resolutions.
- Implement and administer equity incentive plans and stock option grants.
- Maintain and update capitalization tables and equity records using platforms like Carta or Shareworks.
- Handle corporate records management, annual filings, and franchise tax matters.
- Assist with diligence for M&A transactions, including data room organization and closing documentation.
- Draft and revise standard agreements and serve as a primary contact for client closing logistics.
- Refine and utilize AI-native workflows to automate routine drafting and document assembly.
Microsoft Excel