Corp-Dev Teams
Deal-Making, Reimagined.
Confidently navigate the complex and multi-dimensional deal aspects with AI, right from where your documents live.
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Analyze the legal implications of our proposed corporate rebranding initiative, including trademark clearance requirements, existing contract modifications, and potential customer communication obligations.
Review our current privacy policy against the new Virginia Consumer Data Protection Act requirements and identify gaps that need to be addressed before the January compliance deadline.
Review this master service agreement for our new enterprise client and identify any non-standard clauses, liability caps that exceed our risk tolerance, and missing intellectual property protections.
Review this employment termination case where the employee claims discrimination and assess our potential liability, documentation adequacy, and recommended next steps.
Review our current board resolutions and corporate minutes to ensure compliance with Delaware law and identify any missing documentation for our Series B funding round.
Review this critical infrastructure vendor's security certifications and assess whether their compliance framework meets our SOC 2 and ISO 27001 requirements.
Review legal requirements for launching our new product feature, including regulatory notifications and user communications needed for compliance.
Analyze this Series C term sheet and identify any investor-friendly terms that deviate from market standards, focusing on liquidation preferences and anti-dilution provisions.
Analyze this patent infringement claim against our mobile app features and assess the strength of their case, potential damages, and available defenses.
Evaluate our current portfolio company performance against original investment thesis and identify opportunities for additional value creation or strategic repositioning.
Evaluate this acquisition opportunity using our standard scoring framework, assessing technology differentiation, market opportunity, team quality, and cultural fit.
Review this patent litigation complaint filed against us and assess the strength of their claims, potential damages exposure, and recommended litigation strategy.
Analyze key talent retention rates from our acquired company and assess the effectiveness of compensation and integration incentives.
Analyze the target company's financial statements for the past three years and identify any red flags, unusual trends, or areas requiring deeper investigation.
Analyze current employee vs. contractor classifications to ensure proper wage and hour treatment and benefits eligibility across all departments.
Analyze this joint venture agreement with our technology partner and assess the intellectual property sharing provisions, governance structure, and exit clause implications for our strategic objectives.
Review our corporate structure and provide recommendations for optimizing operational efficiency while maintaining appropriate legal protections, including subsidiary relationships and liability isolation.
Analyze this cloud service provider's data processing agreement and identify any terms that might conflict with our customer commitments or regulatory compliance obligations.
Analyze our marketing automation practices for TCPA compliance, including review of our consent mechanisms, opt-out procedures, and record-keeping practices for email and SMS campaigns.
Review the due diligence findings from our target acquisition and assess the materiality of identified legal issues, including potential deal structure adjustments to mitigate key risks.
Review our trademark portfolio and identify potential conflicts with recent trademark applications in our industry, including assessment of likelihood of confusion and opposition strategy options.
Analyze our stock option plan administration practices and identify any areas where we may need to update procedures to ensure compliance with securities law and tax regulations.
Assess the competitive threats from recent industry consolidation and determine whether our current market position requires defensive acquisitions or strategic partnerships.
Analyze this partnership proposal from a Fortune 500 company and assess the strategic value, competitive implications, and resource requirements against our current priorities.
Analyze this customer contract dispute and evaluate our contractual defenses, potential counterclaims, and most cost-effective resolution strategy given the relationship's strategic value.
Review the purchase agreement markup from the seller's counsel and assess the impact of their proposed changes on deal risk, timeline, and valuation.
Review the success of cross-selling initiatives between acquired and existing product lines and identify optimization opportunities.
Review our terms of service and privacy policy for our new AI-powered feature to ensure adequate disclosure of automated decision-making and user rights under applicable privacy laws.
Assess the legal considerations for transitioning from a freemium to a paid subscription model, including customer communication requirements, grandfathering obligations, and consumer protection law compliance.
Evaluate our current data retention policies across all business units and identify areas where we may be retaining personal data longer than necessary or required by applicable regulations.
Evaluate this reseller agreement proposal and identify potential conflicts with our existing channel partner terms, pricing restrictions, and territory limitations that could create legal or business issues.
Review proposed updates to our employee handbook policies for legal compliance and consistency with current employment practices.
Evaluate this vendor's business continuity and disaster recovery capabilities to ensure they meet our operational resilience requirements and SLA commitments to customers.
Assess our directors and officers insurance coverage, policy terms, and claims procedures to ensure adequate protection for corporate leadership.
Evaluate our employee invention assignment agreements and assess whether current language adequately protects company IP rights, particularly for remote workers in different jurisdictions.
Review policies governing user-generated content, including moderation procedures and legal protections against liability exposure.
Evaluate this strategic investment opportunity and analyze the proposed board representation, information rights, and participation rights to determine impact on our governance and future fundraising flexibility.
Assess our partnership strategy framework to determine optimal alliance structures and strategic collaboration approaches for achieving our growth objectives.
Assess this employment lawsuit filing and review our insurance coverage, evaluate settlement vs. litigation strategies, and identify any policy or procedure changes needed to prevent similar claims.
Review this joint venture opportunity and evaluate the proposed structure, governance mechanisms, and exit provisions against our strategic objectives and risk tolerance.
Review the financial performance of our recent acquisition against deal model projections and identify areas where intervention is needed to achieve projected synergies.
Assess the regulatory approval requirements for this cross-border acquisition and evaluate potential timeline delays, approval conditions, and alternative transaction structures if approvals are denied.
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Strategy and planning
Deal sourcing and evaluation
Due diligence and deal closing
Integration management
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Draft a comprehensive data breach response plan that includes notification timelines, stakeholder communication templates, and regulatory reporting requirements for all states where we operate.
Draft a response to an employee's question about our company policies regarding side projects and potential conflicts of interest.
Draft a vendor agreement for our new cybersecurity software provider that includes our standard data security requirements, liability limitations, and termination rights for cause.
Draft a legal assessment memo for the product team outlining whether our new feature is ready for launch from a legal perspective.
Draft a vendor risk assessment questionnaire that covers cybersecurity practices, business continuity planning, and regulatory compliance for our supplier qualification process.
Draft an updated remote work policy that addresses tax implications, equipment security requirements, and performance management for employees working across multiple states.
Draft board resolutions for approving our new employee stock option plan, including necessary compliance certifications and regulatory filing requirements.
Draft a comprehensive IP assignment agreement for new employees that covers inventions, trade secrets, and works created both during and outside of work hours.
Draft a letter of intent for acquiring a competitor that includes exclusivity provisions, due diligence scope, and key deal terms while preserving negotiation flexibility.
Draft a strategic investment thesis for entering the healthcare technology market through acquisition, including target criteria and expected ROI parameters.
Draft a concise opportunity brief for a specific target company that outlines key business metrics, strategic fit, and preliminary valuation range.
Draft a litigation hold notice for all employees regarding the contract dispute with our former vendor, including document preservation requirements and communication guidelines.
Draft a comprehensive due diligence checklist for this SaaS acquisition covering technology, legal, financial, and commercial workstreams with assigned responsibilities.
Draft a 100-day integration plan for the acquired company covering systems integration, employee onboarding, customer communications, and success metrics.
Draft frequently asked questions and answers for employees regarding our new remote work policy and cross-state employment implications.
Create a comprehensive SaaS customer agreement template that includes service level commitments, data ownership clauses, and flexible subscription terms for enterprise clients.
Create a comprehensive diversity, equity, and inclusion policy that includes hiring practices, promotion criteria, and reporting mechanisms while ensuring legal compliance across all jurisdictions.
Create a privacy impact assessment template for new product features that includes data flow mapping, risk evaluation criteria, and mitigation requirement documentation.
Draft an email response to a customer inquiry about data retention policies and their rights to request data deletion under privacy laws.
Create a convertible note term sheet for our bridge financing round that includes investor protection provisions, conversion mechanics, and board representation rights.
Create a trademark usage guide for our marketing team that includes proper trademark notices, co-branding guidelines, and procedures for monitoring and enforcing our trademark rights.
Create a subsidiary governance framework that establishes clear decision-making authority, reporting requirements, and compliance oversight for our international operations.
Create a settlement agreement template for employment disputes that includes confidentiality provisions, release language, and compliance monitoring requirements.
Draft a comprehensive vendor onboarding checklist that includes security clearance procedures, insurance verification, and compliance documentation requirements.
Create a market entry strategy for expanding into the European market that includes regulatory considerations, competitive analysis, and recommended partnership or acquisition approach.
Draft standardized screening criteria for evaluating potential deals, including financial thresholds, strategic requirements, and deal-breaker factors.
Prepare a closing checklist that outlines all required deliverables, approvals, and documentation needed to complete the transaction and transfer operational control.
Create a synergy realization roadmap that identifies cost savings opportunities, revenue enhancement initiatives, and timeline for achieving projected financial benefits.
Prepare a software licensing agreement for our API platform that addresses usage limitations, data ownership rights, and compliance requirements for enterprise customers in regulated industries.
Draft a customer-friendly email explaining changes to our terms of service and what they mean for existing users.
Prepare an updated code of conduct that addresses remote work considerations, social media usage, and conflicts of interest policies for our distributed workforce.
Draft product compliance guidelines for our development team covering accessibility requirements, data minimization principles, and user consent mechanisms.
Prepare an employee handbook addendum covering our new mental health benefits, flexible time off policies, and accommodation procedures that comply with state and federal regulations.
Prepare shareholder meeting packs that include agenda templates, resolution drafts, voting procedures, and documentation requirements for annual and meetings.
Prepare a patent filing strategy memo that prioritizes our invention disclosures, evaluates filing jurisdictions, and establishes budget allocations for patent prosecution activities.
Draft standardized vendor termination notice templates that include transition procedures, data return requirements, and final invoice processes.
Prepare a five-year strategic plan that outlines our growth objectives, capital allocation priorities, and key performance indicators for measuring corporate development success.
Draft a quarterly deal pipeline report that tracks active opportunities, evaluation stages, and resource allocation across potential transactions.
Prepare a patent license agreement to resolve our intellectual property dispute that includes reasonable royalty terms, field of use restrictions, and future enforcement limitations.
Prepare a shareholder agreement amendment that addresses new investor rights, drag-along provisions, and anti-dilution protections for our Series B preferred stock issuance.
Prepare a due diligence findings summary that categorizes identified risks by materiality, provides mitigation recommendations, and assesses impact on deal valuation and structure.
Prepare a cultural integration program that includes team-building activities, communication protocols, and change management initiatives to ensure successful organizational alignment.
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Strategy and planning
Deal sourcing and evaluation
Due diligence and deal closing
Integration management
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Research the legal framework for establishing a corporate social responsibility program that includes charitable giving, volunteer time policies, and sustainability commitments while ensuring compliance with lobbying regulations.
Research recent privacy enforcement actions by EU data protection authorities, including penalty amounts, compliance requirements, and lessons learned for our data handling practices.
Research the legal requirements for implementing consent management systems that comply with GDPR, CCPA, and other privacy regulations, including consent banner design and user preference management.
Research the latest developments in state pay transparency laws and their impact on job postings, with specific focus on requirements in California, New York, and Washington.
Research the latest changes in SaaS contract terms and industry standards for data processing agreements, focusing on updates from major cloud providers in the past 6 months.
Research the patent landscape for our new large language model implementation, including existing patents and potential infringement risks in natural language processing technologies.
Research proper board resolution formats, minute-taking requirements, and record retention policies for corporate governance compliance across different jurisdictions.
Research the due diligence requirements for onboarding international software vendors, including sanctions screening, data transfer compliance, and contract governing law considerations.
Research promising Series A companies in the cybersecurity space that could complement our existing product portfolio and provide access to enterprise customers.
Research recent M&A trends in the AI space, including typical valuation multiples, common deal structures, and regulatory approval requirements.
Research the competitive landscape in the European fintech market to identify potential acquisition targets that could accelerate our international expansion strategy.
Research recent class action settlements in the data privacy space to understand typical settlement amounts, compliance requirements, and lessons learned for our risk assessment.
Research best practices for integrating acquired engineering teams, including retention strategies, technology stack consolidation, and cultural integration approaches.
Research the regulatory environment for fintech acquisitions in the UK, including FCA approval requirements and typical timeline for cross-border transactions.
Research international contract law requirements for our expansion into Southeast Asia, including preferred force majeure clauses and dispute resolution mechanisms.
Research the legal requirements for implementing performance-based sales commission structures, including wage and hour compliance, independent contractor classifications, and multi-state tax obligations.
Research the legal implications of using AI-powered tools for candidate screening and performance evaluation, including bias testing requirements and discrimination law compliance.
Research the compliance requirements for AI model transparency under the proposed EU AI Act and assess how these regulations might impact our machine learning algorithms.
Research corporate secretary best practices for maintaining corporate records, meeting protocols, and governance documentation requirements to ensure compliance with state corporate law.
Research the regulatory landscape for AI bias testing requirements, including proposed legislation and current industry best practices.
Research cybersecurity insurance requirements for critical vendors and create a framework for assessing vendor cyber risk that aligns with our own insurance policy requirements.
Research emerging technologies in the enterprise AI space that could enhance our product roadmap and identify key players who might be acquisition or partnership candidates.
Research the regulatory approval process for acquiring a company with significant government contracts, including CFIUS review requirements and national security considerations.
Research the litigation trends in software patent disputes within our industry vertical and identify defensive patent strategies used by companies of similar size and market position.
Research trademark protection strategies for our brand expansion into european markets, including filing procedures and country-specific requirements.
Research best practices for technology due diligence in SaaS acquisitions, including code quality assessment frameworks, security audit procedures, and technical debt evaluation methodologies.
Research the most effective approaches for cross-selling acquired products to our existing customer base, including pricing strategy adjustments and sales team training requirements.
Research distressed assets in our target market segments that might present acquisition opportunities due to market conditions or operational challenges requiring strategic investment.
Research emerging trends in subscription billing terms and auto-renewal regulations across different US states, particularly focusing on consumer protection laws that affect B2C SaaS contracts.
Research the legal implications of implementing a customer loyalty program with points redemption, including consumer protection laws, terms of service requirements, and potential regulatory classification issues.
Research recent NLRB decisions regarding remote work policies and employee rights to organize, particularly focusing on how distributed teams affect union organization activities.
Research state-level data breach notification requirements and create a comprehensive timeline showing notification deadlines for all 50 states where we have users.
Research ESG (Environmental, Social, and Governance) criteria that should be included in our vendor selection process, particularly for suppliers that significantly impact our carbon footprint reporting.
Research accessibility compliance requirements under WCAG 2.1 AA standards for our mobile application, including specific requirements for users with visual and hearing impairments.
Research the legal implications of using open-source software components in our proprietary products, including license compatibility issues and disclosure requirements for customer deployments.
Research mandatory state and federal filing deadlines, required disclosures, and compliance obligations for maintaining good corporate standing in multiple jurisdictions.
Research recent developments in forum selection and choice of law enforcement in technology contracts, particularly focusing on cases involving cross-border disputes and arbitration proceedings.
Research market consolidation trends in our industry vertical over the past 24 months to understand strategic rationale, deal multiples, and post-merger integration success rates.
Research convertible note terms that have become market standard for bridge financing rounds, including discount rates, valuation caps, and investor protection provisions in down-round scenarios.
Research the escrow and indemnification terms that have become standard in recent tech acquisitions, including typical holdback percentages, survival periods, and claims procedures.
Research post-acquisition brand strategy options for our recent acquisition, including market research on customer perception and competitive positioning of maintaining separate versus unified branding.
Research corporate venture capital activity in our sector to identify strategic investors who might be interested in co-investing or who could provide industry insights for our deal evaluation process.
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Strategy and planning
Deal sourcing and evaluation
Due diligence and deal closing
Integration management

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